Alta Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Alta Wealth 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	$448K	Buy	5,557 +1	+0%	+$78	0.12%	119
2026 Q1	$399K	Buy	5,556 +12	+0.2%	+$892	0.13%	126
2025 Q4	$402K	Buy	5,544 +20	+0.4%	+$1.46K	0.13%	118
2025 Q3	$406K	Buy	5,524 +12	+0.2%	+$862	0.15%	103
2025 Q2	$386K	Hold	5,512	–	–	0.18%	80
2025 Q1	$356K	Buy	5,512 +12	+0.2%	+$805	0.16%	99
2024 Q4	$363K	Sell	5,500 -92	-2%	-$6.25K	0.16%	109
2024 Q3	$369K	Buy	5,592 +24	+0.4%	+$1.51K	0.17%	99
2024 Q2	$337K	Sell	5,568 -468	-8%	-$28.4K	0.17%	104
2024 Q1	$377K	Sell	6,036 -120	-2%	-$7.09K	0.19%	95
2023 Q4	$358K	Sell	6,156 -14,292	-70%	-$764K	0.2%	95
2023 Q3	$1.06M	Sell	20,448 -136	-0.7%	-$7.46K	0.65%	47
2023 Q2	$1.13M	Buy	20,584 +40	+0.2%	+$2.1K	0.67%	46
2023 Q1	$1.08M	Buy	20,544 +28	+0.1%	+$1.49K	0.68%	42
2022 Q4	$1.05M	Buy	20,516 +520	+3%	+$26.5K	0.71%	38
2022 Q3	$940K	Buy	19,996 +40	+0.2%	+$2.09K	0.67%	39
2022 Q2	$980K	Buy	19,956 +856	+4%	+$46.3K	0.68%	40
2022 Q1	$1.14M	Sell	19,100 -788	-4%	-$46.2K	0.67%	42
2021 Q4	$1.27M	Sell	19,888 -24	-0.1%	-$1.5K	0.78%	34
2021 Q3	$1.18M	Buy	19,912 +440	+2%	+$26.6K	0.86%	31
2021 Q2	$1.16M	Buy	19,472 +188	+1%	+$10.9K	0.85%	32
2021 Q1	$1.07M	Buy	19,284 +820	+4%	+$44.5K	0.89%	30
2020 Q4	$955K	Buy	+18,464	New	+$894K	0.8%	41

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

Alta Wealth Advisors's VO Position: Q2 2026 in Review

Alta Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.02% in Q2 2026, buying an estimated $78 and bringing the position to 5,557 shares worth $448K. The position accounts for 0.12% of the portfolio, ranked #119.

Alta Wealth Advisors first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.27M in Q4 2021. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Alta Wealth Advisors held 5,557 shares of Vanguard Morningstar Mid-Cap ETF worth $448K as of Q2 2026.
Alta Wealth Advisors bought 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
Vanguard Morningstar Mid-Cap ETF made up 0.12% of Alta Wealth Advisors's portfolio in Q2 2026, its #119 holding.
Alta Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Alta Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.27M in Q4 2021.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.