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

Wealth 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
Q1 		$3.21M Sell
44,696
-4,308
-9% -$320K 0.32% 69
2025
Q4 		$3.56M Sell
49,004
-2,536
-5% -$184K 0.35% 52
2025
Q3 		$3.78M Sell
51,540
-1,160
-2% -$83.3K 0.39% 47
2025
Q2 		$3.69M Buy
52,700
+2,160
+4% +$142K 0.41% 45
2025
Q1 		$3.27M Buy
50,540
+212
+0.4% +$14.2K 0.4% 51
2024
Q4 		$3.32M Buy
50,328
+548
+1% +$37.2K 0.4% 44
2024
Q3 		$3.28M Buy
49,780
+1,276
+3% +$80.1K 0.39% 44
2024
Q2 		$2.94M Buy
48,504
+3,624
+8% +$220K 0.38% 47
2024
Q1 		$2.8M Sell
44,880
-148
-0.3% -$8.75K 0.37% 50
2023
Q4 		$2.62M Sell
45,028
-1,364
-3% -$72.9K 0.37% 48
2023
Q3 		$2.42M Sell
46,392
-964
-2% -$52.9K 0.38% 54
2023
Q2 		$2.61M Sell
47,356
-412
-0.9% -$21.6K 0.39% 44
2023
Q1 		$2.52M Sell
47,768
-144
-0.3% -$7.66K 0.41% 40
2022
Q4 		$2.44M Sell
47,912
-828
-2% -$42.2K 0.43% 36
2022
Q3 		$2.29M Sell
48,740
-580
-1% -$30.3K 0.45% 34
2022
Q2 		$2.43M Buy
49,320
+384
+0.8% +$20.7K 0.47% 36
2022
Q1 		$2.91M Sell
48,936
-220
-0.4% -$12.9K 0.59% 26
2021
Q4 		$3.13M Sell
49,156
-448
-0.9% -$28.1K 0.63% 25
2021
Q3 		$2.94M Buy
49,604
+112
+0.2% +$6.77K 0.66% 28
2021
Q2 		$2.94M Sell
49,492
-1,188
-2% -$68.9K 0.69% 27
2021
Q1 		$2.8M Buy
50,680
+2,816
+6% +$153K 0.79% 22
2020
Q4 		$2.47M Sell
47,864
-404
-0.8% -$19.6K 0.73% 24
2020
Q3 		$2.13M Buy
48,268
+3,240
+7% +$141K 0.76% 26
2020
Q2 		$1.84M Buy
45,028
+9,228
+26% +$353K 0.73% 26
2020
Q1 		$1.18M Buy
+35,800
New +$1.48M 0.64% 34

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealth Alliance's VO Position: Q1 2026 in Review

Wealth Alliance reduced its Vanguard Mid-Cap ETF (VO) stake by 8.8% in Q1 2026, selling an estimated $320K and leaving 44,696 shares worth $3.21M. The position accounts for 0.32% of the portfolio, ranked #69.

Wealth Alliance first reported a position in VO in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.78M in Q3 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Wealth Alliance held 44,696 shares of Vanguard Mid-Cap ETF worth $3.21M as of Q1 2026.
  • Wealth Alliance sold 4,308 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $320K.
  • Vanguard Mid-Cap ETF made up 0.32% of Wealth Alliance's portfolio in Q1 2026, its #69 holding.
  • Wealth Alliance first reported a position in Vanguard Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Vanguard Mid-Cap ETF position peaked at $3.78M in Q3 2025.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.