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Allred Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Allred Capital Management’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 		$506K Sell
6,275
-1
-0% -$78 0.17% 107
2026
Q1 		$451K Sell
6,276
-32
-0.5% -$2.38K 0.16% 109
2025
Q4 		$458K Buy
6,308
+8
+0.1% +$582 0.17% 108
2025
Q3 		$463K Buy
6,300
+12
+0.2% +$862 0.16% 117
2025
Q2 		$440K Buy
6,288
+240
+4% +$15.8K 0.16% 106
2025
Q1 		$391K Sell
6,048
-92
-1% -$6.17K 0.16% 118
2024
Q4 		$406K Buy
6,140
+8
+0.1% +$543 0.16% 123
2024
Q3 		$405K Buy
6,132
+1,404
+30% +$88.2K 0.16% 118
2024
Q2 		$286K Sell
4,728
-104
-2% -$6.32K 0.11% 142
2024
Q1 		$302K Buy
4,832
+8
+0.2% +$473 0.12% 139
2023
Q4 		$281K Buy
4,824
+12
+0.2% +$641 0.12% 142
2023
Q3 		$251K Buy
4,812
+8
+0.2% +$439 0.12% 137
2023
Q2 		$264K Sell
4,804
-72
-1% -$3.77K 0.13% 134
2023
Q1 		$257K Buy
4,876
+8
+0.2% +$426 0.14% 133
2022
Q4 		$248K Sell
4,868
-28
-0.6% -$1.43K 0.14% 132
2022
Q3 		$230K Buy
4,896
+8
+0.2% +$418 0.14% 132
2022
Q2 		$240K Sell
4,888
-436
-8% -$23.6K 0.15% 138
2022
Q1 		$316K Sell
5,324
-2,176
-29% -$128K 0.17% 138
2021
Q4 		$477K Sell
7,500
-288
-4% -$18.1K 0.23% 106
2021
Q3 		$461K Sell
7,788
-732
-9% -$44.2K 0.24% 105
2021
Q2 		$505K Sell
8,520
-116
-1% -$6.72K 0.25% 104
2021
Q1 		$478K Buy
8,636
+12
+0.1% +$651 0.22% 103
2020
Q4 		$445K Buy
8,624
+20
+0.2% +$968 0.24% 104
2020
Q3 		$379K Buy
8,604
+16
+0.2% +$697 0.23% 104
2020
Q2 		$351K Buy
8,588
+20
+0.2% +$766 0.22% 99
2020
Q1 		$282K Sell
8,568
-1,136
-12% -$47K 0.22% 105
2019
Q4 		$432K Sell
9,704
-1,236
-11% -$53.1K 0.24% 95
2019
Q3 		$452K Sell
10,940
-964
-8% -$40.3K 0.27% 93
2019
Q2 		$501K Buy
11,904
+12
+0.1% +$491 0.29% 93
2019
Q1 		$484K Buy
11,892
+16
+0.1% +$615 0.28% 99
2018
Q4 		$410K Buy
+11,876
New +$446K 0.27% 104

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Allred Capital Management's VO Position: Q2 2026 in Review

Allred Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.02% in Q2 2026, selling an estimated $78 and leaving 6,275 shares worth $506K. The position accounts for 0.17% of the portfolio, ranked #107.

Allred Capital Management first reported a position in VO in Q4 2018 and has held it in 31 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Allred Capital Management held 6,275 shares of Vanguard Morningstar Mid-Cap ETF worth $506K as of Q2 2026.
  • Allred Capital Management sold 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
  • Vanguard Morningstar Mid-Cap ETF made up 0.17% of Allred Capital Management's portfolio in Q2 2026, its #107 holding.
  • Allred Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Allred Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.