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Fiduciary Alliance’s Vanguard 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
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

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Fiduciary Alliance's VO Position: Q2 2026 in Review

Fiduciary Alliance reduced its Vanguard Mid-Cap ETF (VO) stake by 0.97% in Q2 2026, selling an estimated $51.6K and leaving 68,046 shares worth $5.48M. The position accounts for 0.37% of the portfolio, ranked #75.

Fiduciary Alliance first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 659 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Fiduciary Alliance held 68,046 shares of Vanguard Mid-Cap ETF worth $5.48M as of Q2 2026.
  • Fiduciary Alliance sold 666 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $51.6K.
  • Vanguard Mid-Cap ETF made up 0.37% of Fiduciary Alliance's portfolio in Q2 2026, its #75 holding.
  • Fiduciary Alliance first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 659 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.