Fiduciary Alliance
VO icon

Fiduciary Alliance’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Fiduciary Alliance’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
Q3 		$5.33M Sell
67,968
-78
-0.1% -$6.34K 0.4% 69
2026
Q2 		$5.48M Sell
68,046
-666
-1% -$51.6K 0.37% 75
2026
Q1 		$5.19M Buy
68,712
+2,524
+4% +$188K 0.31% 79
2025
Q4 		$4.8M Sell
66,188
-48
-0.1% -$3.49K 0.31% 77
2025
Q3 		$4.86M Sell
66,236
-440
-0.7% -$31.6K 0.33% 76
2025
Q2 		$4.66M Buy
66,676
+54,016
+427% +$3.55M 0.35% 71
2025
Q1 		$819K Buy
12,660
+1,024
+9% +$68.7K 0.08% 191
2024
Q4 		$768K Buy
11,636
+1,112
+11% +$75.5K 0.08% 186
2024
Q3 		$694K Buy
10,524
+1,968
+23% +$124K 0.09% 131
2024
Q2 		$516K Buy
8,556
+28
+0.3% +$1.7K 0.08% 128
2024
Q1 		$529K Sell
8,528
-424
-5% -$25.1K 0.09% 120
2023
Q4 		$521K Sell
8,952
-324
-3% -$17.3K 0.1% 109
2023
Q3 		$483K Buy
9,276
+172
+2% +$9.43K 0.11% 107
2023
Q2 		$501K Buy
9,104
+616
+7% +$32.3K 0.11% 105
2023
Q1 		$448K Hold
8,488
– – 0.11% 99
2022
Q4 		$432K Buy
+8,488
New +$432K 0.11% 92

Other funds holding VO

Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fiduciary Alliance's VO Position: Q3 2026 in Review

Fiduciary Alliance reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.11% in Q3 2026, selling an estimated $6.34K and leaving 67,968 shares worth $5.33M. The position accounts for 0.4% of the portfolio, ranked #69.

Fiduciary Alliance first reported a position in VO in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.48M in Q2 2026. 1,212 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Fiduciary Alliance held 67,968 shares of Vanguard Morningstar Mid-Cap ETF worth $5.33M as of Q3 2026.
  • Fiduciary Alliance sold 78 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $6.34K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.4% of Fiduciary Alliance's portfolio in Q3 2026, its #69 holding.
  • Fiduciary Alliance first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Fiduciary Alliance's Vanguard Morningstar Mid-Cap ETF position peaked at $5.48M in Q2 2026.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.