Allworth Financial’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $440M | Buy |
6,130,096
+46,752
| +0.8% | +$3.47M | 1.78% | 9 |
|
|
2025
Q4 | $441M | Buy |
6,083,344
+194,752
| +3% | +$14.2M | 1.81% | 9 |
|
|
2025
Q3 | $432M | Buy |
5,888,592
+166,148
| +3% | +$11.9M | 1.91% | 10 |
|
|
2025
Q2 | $400M | Buy |
5,722,444
+130,904
| +2% | +$8.59M | 1.92% | 8 |
|
|
2025
Q1 | $355M | Buy |
5,591,540
+117,164
| +2% | +$7.86M | 2% | 8 |
|
|
2024
Q4 | $379M | Buy |
5,474,376
+367,440
| +7% | +$24.9M | 2.08% | 8 |
|
|
2024
Q3 | $337M | Buy |
5,106,936
+153,332
| +3% | +$9.63M | 2.05% | 8 |
|
|
2024
Q2 | $307M | Buy |
4,953,604
+256,616
| +5% | +$15.6M | 1.98% | 8 |
|
|
2024
Q1 | $293M | Buy |
4,696,988
+154,696
| +3% | +$9.14M | 2.07% | 8 |
|
|
2023
Q4 | $264M | Buy |
4,542,292
+67,812
| +2% | +$3.62M | 2.02% | 8 |
|
|
2023
Q3 | $233M | Buy |
4,474,480
+185,500
| +4% | +$10.2M | 2% | 9 |
|
|
2023
Q2 | $236M | Buy |
4,288,980
+1,707,132
| +66% | +$89.5M | 2% | 9 |
|
|
2023
Q1 | $136M | Buy |
2,581,848
+204,888
| +9% | +$10.9M | 1.37% | 13 |
|
|
2022
Q4 | $121M | Buy |
2,376,960
+232,908
| +11% | +$11.9M | 1.34% | 14 |
|
|
2022
Q3 | $101M | Buy |
2,144,052
+173,640
| +9% | +$9.07M | 1.27% | 14 |
|
|
2022
Q2 | $97M | Buy |
1,970,412
+32,772
| +2% | +$1.77M | 1.33% | 15 |
|
|
2022
Q1 | $115M | Buy |
1,937,640
+445,660
| +30% | +$26.1M | 1.47% | 15 |
|
|
2021
Q4 | $95M | Buy |
1,491,980
+51,336
| +4% | +$3.22M | 1.35% | 13 |
|
|
2021
Q3 | $85.3M | Buy |
1,440,644
+1,262,944
| +711% | +$76.3M | 1.42% | 12 |
|
|
2021
Q2 | $10.5M | Buy |
177,700
+167,292
| +1,607% | +$9.7M | 0.19% | 58 |
|
|
2021
Q1 | $576K | Sell |
10,408
-132
| -1% | -$7.16K | 0.01% | 224 |
|
|
2020
Q4 | $545K | Buy |
10,540
+1,164
| +12% | +$56.4K | 0.01% | 168 |
|
|
2020
Q3 | $413K | Buy |
9,376
+68
| +0.7% | +$2.96K | 0.01% | 172 |
|
|
2020
Q2 | $381K | Buy |
9,308
+1,048
| +13% | +$40.1K | 0.01% | 172 |
|
|
2020
Q1 | $272K | Buy |
8,260
+5,720
| +225% | +$237K | 0.01% | 209 |
|
|
2019
Q4 | $113K | Buy |
2,540
+1,884
| +287% | +$80.9K | ﹤0.01% | 259 |
|
|
2019
Q3 | $28K | Sell |
656
-1,324
| -67% | -$55.3K | ﹤0.01% | 406 |
|
|
2019
Q2 | $83K | Sell |
1,980
-732
| -27% | -$30K | ﹤0.01% | 257 |
|
|
2019
Q1 | $109K | Sell |
2,712
-48
| -2% | -$1.85K | ﹤0.01% | 224 |
|
|
2018
Q4 | $95K | Buy |
2,760
+16
| +0.6% | +$601 | ﹤0.01% | 219 |
|
|
2018
Q3 | $113K | Sell |
2,744
-292
| -10% | -$11.9K | 0.01% | 208 |
|
|
2018
Q2 | $120K | Buy |
3,036
+420
| +16% | +$16.5K | 0.01% | 200 |
|
|
2018
Q1 | $101K | Buy |
2,616
+1,340
| +105% | +$52.8K | 0.01% | 173 |
|
|
2017
Q4 | $49K | Buy |
1,276
+160
| +14% | +$6.04K | ﹤0.01% | 249 |
|
|
2017
Q3 | $41K | Buy |
1,116
+516
| +86% | +$18.6K | ﹤0.01% | 263 |
|
|
2017
Q2 | $21K | Hold |
600
| – | – | ﹤0.01% | 370 |
|
|
2017
Q1 | $21K | Hold |
600
| – | – | ﹤0.01% | 362 |
|
|
2016
Q4 | $20K | Hold |
600
| – | – | ﹤0.01% | 326 |
|
|
2016
Q3 | $19K | Hold |
600
| – | – | ﹤0.01% | 339 |
|
|
2016
Q2 | $19K | Hold |
600
| – | – | ﹤0.01% | 317 |
|
|
2016
Q1 | $18K | Hold |
600
| – | – | ﹤0.01% | 324 |
|
|
2015
Q4 | $18K | Hold |
600
| – | – | ﹤0.01% | 317 |
|
|
2015
Q3 | $18K | Hold |
600
| – | – | 0.01% | 321 |
|
|
2015
Q2 | $19K | Hold |
600
| – | – | 0.01% | 311 |
|
|
2015
Q1 | $20K | Buy |
+600
| New | +$18.9K | 0.01% | 301 |
|
Other funds holding VO
Allworth Financial's VO Position: Q1 2026 in Review
Allworth Financial increased its Vanguard Mid-Cap ETF (VO) stake by 0.77% in Q1 2026, buying an estimated $3.47M and bringing the position to 6,130,096 shares worth $440M. The position accounts for 1.78% of the portfolio, ranked #9.
Allworth Financial first reported a position in VO in Q1 2015 and has held it in 45 quarters since. The position peaked at $441M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Allworth Financial held 6,130,096 shares of Vanguard Mid-Cap ETF worth $440M as of Q1 2026.
- Allworth Financial bought 46,752 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $3.47M.
- Vanguard Mid-Cap ETF made up 1.78% of Allworth Financial's portfolio in Q1 2026, its #9 holding.
- Allworth Financial first reported a position in Vanguard Mid-Cap ETF in Q1 2015 and has held it in 45 quarters since.
- Allworth Financial's Vanguard Mid-Cap ETF position peaked at $441M in Q4 2025.
- 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.