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AlTi Global’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

AlTi Global’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 		$1.79M Hold
22,168
– – 0.04% 192
2026
Q1 		$1.59M Sell
22,168
-7,996
-27% -$594K 0.03% 180
2025
Q4 		$2.19M Sell
30,164
-2,036
-6% -$148K 0.05% 152
2025
Q3 		$2.37M Sell
32,200
-2,600
-7% -$187K 0.06% 149
2025
Q2 		$2.44M Sell
34,800
-6,604
-16% -$433K 0.06% 143
2025
Q1 		$2.68M Sell
41,404
-5,124
-11% -$344K 0.07% 121
2024
Q4 		$3.07M Buy
46,528
+8,084
+21% +$549K 0.07% 120
2024
Q3 		$2.54M Buy
38,444
+3,160
+9% +$198K 0.06% 134
2024
Q2 		$2.14M Buy
35,284
+3,600
+11% +$219K 0.06% 142
2024
Q1 		$1.98M Hold
31,684
– – 0.06% 143
2023
Q4 		$1.84M Buy
+31,684
New +$1.69M 0.06% 140

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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

AlTi Global's VO Position: Q2 2026 in Review

AlTi Global held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 22,168 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #192.

AlTi Global first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.07M in Q4 2024. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • AlTi Global held 22,168 shares of Vanguard Morningstar Mid-Cap ETF worth $1.79M as of Q2 2026.
  • AlTi Global left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of AlTi Global's portfolio in Q2 2026, its #192 holding.
  • AlTi Global first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's Vanguard Morningstar Mid-Cap ETF position peaked at $3.07M in Q4 2024.
  • 1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.