Back to Allworth Financial LP Allworth Financial LP

VOVO
Showing 8 of 30 quarters

Position history for Allworth Financial LPAllworth Financial LP's holdings in VANGUARD MID-CAP ETF

Allworth Financial LP holds 5.2M shares of VO (VANGUARD MID-CAP ETF), worth $415M as of 2026-Q2. The position was increased (+236.1% shares). VO represents 1.8% of Allworth Financial LP's portfolio.

Current Value

$415M

Current Shares

5.2M

Total Value Change

+$78.2M

Total Shares Change

+3.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.2M
+236.1%
$415M1.8%$80.57
79
2026-Q1
Increased
1.5M
+0.8%
$440.1M1.8%$71.57
49
2025-Q4
Increased
1.5M
+3.3%
$441.4M1.8%$72.05
51
2025-Q3
Increased
1.5M
+2.9%
$432.4M1.9%$72.64
51
2025-Q2
Increased
1.4M
+2.3%
$400.3M1.9%$68.96
50
2025-Q1
Increased
1.4M
+2.1%
$355.1M2.0%$63.49
54
2024-Q4
Increased
1.4M
+7.2%
$378.7M2.1%$64.55
57
2024-Q3
Increased
1.3M
+3.1%
$336.8M2.1%$64.22
55

Other major holders of VO: JONES FINANCIAL COMPANIES LLLP, WELLS FARGO & COMPANY/MN, Steward Partners Investment Advisory, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used