M.E. Allison & Co’s Vanguard Mid-Cap ETF VO Stock Holding History

M.E. Allison & Co’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	$449K	Hold	5,568	–	–	0.26%	102
2026 Q1	$400K	Hold	5,568	–	–	0.27%	102
2025 Q4	$404K	Buy	5,568 +2,060	+59%	+$150K	0.27%	98
2025 Q3	$258K	Buy	+3,508	New	+$252K	0.18%	146

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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

M.E. Allison & Co's VO Position: Q2 2026 in Review

M.E. Allison & Co held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2026 at 5,568 shares worth $449K. The position accounts for 0.26% of the portfolio, ranked #102.

M.E. Allison & Co first reported a position in VO in Q3 2025 and has held it in 4 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

M.E. Allison & Co held 5,568 shares of Vanguard Mid-Cap ETF worth $449K as of Q2 2026.
M.E. Allison & Co left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap ETF made up 0.26% of M.E. Allison & Co's portfolio in Q2 2026, its #102 holding.
M.E. Allison & Co first reported a position in Vanguard Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.