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Allodium Investment Consultants’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Allodium Investment Consultants’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$467K Buy
5,799
+7
+0.1% +$543 0.2% 40
2026
Q1 		$416K Sell
5,792
-268
-4% -$19.9K 0.2% 39
2025
Q4 		$440K Sell
6,060
-360
-6% -$26.2K 0.22% 35
2025
Q3 		$471K Buy
6,420
+12
+0.2% +$862 0.27% 36
2025
Q2 		$448K Hold
6,408
– – 0.28% 35
2025
Q1 		$414K Buy
6,408
+12
+0.2% +$805 0.31% 34
2024
Q4 		$422K Buy
+6,396
New +$434K 0.35% 34

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Allodium Investment Consultants's VO Position: Q2 2026 in Review

Allodium Investment Consultants increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.12% in Q2 2026, buying an estimated $543 and bringing the position to 5,799 shares worth $467K. The position accounts for 0.2% of the portfolio, ranked #40.

Allodium Investment Consultants first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $471K in Q3 2025. 2,039 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Allodium Investment Consultants held 5,799 shares of Vanguard Morningstar Mid-Cap ETF worth $467K as of Q2 2026.
  • Allodium Investment Consultants bought 7 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $543.
  • Vanguard Morningstar Mid-Cap ETF made up 0.2% of Allodium Investment Consultants's portfolio in Q2 2026, its #40 holding.
  • Allodium Investment Consultants first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Allodium Investment Consultants's Vanguard Morningstar Mid-Cap ETF position peaked at $471K in Q3 2025.
  • 2,039 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.