Ally Invest Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Ally Invest Advisors’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	$276K	Buy	3,425 +61	+2%	+$4.73K	0.02%	73
2026 Q1	$242K	Sell	3,364 -1,544	-31%	-$115K	0.02%	72
2025 Q4	$356K	Buy	4,908 +128	+3%	+$9.31K	0.02%	63
2025 Q3	$351K	Buy	4,780 +196	+4%	+$14.1K	0.03%	64
2025 Q2	$321K	Buy	+4,584	New	+$301K	0.03%	64

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ally Invest Advisors's VO Position: Q2 2026 in Review

Ally Invest Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.8% in Q2 2026, buying an estimated $4.73K and bringing the position to 3,425 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #73.

Ally Invest Advisors first reported a position in VO in Q2 2025 and has held it in 5 quarters since. The position peaked at $356K in Q4 2025. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Ally Invest Advisors held 3,425 shares of Vanguard Morningstar Mid-Cap ETF worth $276K as of Q2 2026.
Ally Invest Advisors bought 61 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.73K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Ally Invest Advisors's portfolio in Q2 2026, its #73 holding.
Ally Invest Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Ally Invest Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $356K in Q4 2025.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Ally Invest Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.