Wealth Alliance Advisory Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wealth Alliance Advisory Group’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	–	Sell	-3,338	Closed	-$269K	–	217
2026 Q2	$269K	Buy	+3,338	New	+$259K	0.04%	168

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

Wealth Alliance Advisory Group's VO Position: Q3 2026 in Review

Wealth Alliance Advisory Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026, closing a stake of 3,338 shares — an estimated $269K sold.

Wealth Alliance Advisory Group first reported a position in VO in Q2 2026 and held it in 1 quarter. The position peaked at $269K in Q2 2026. 366 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Wealth Alliance Advisory Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
Wealth Alliance Advisory Group sold 3,338 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $269K.
Wealth Alliance Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2026 and held it in 1 quarter.
Wealth Alliance Advisory Group's Vanguard Morningstar Mid-Cap ETF position peaked at $269K in Q2 2026.
366 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.