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

IAG Wealth Partners’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
2025
Q3 		– Sell
-24
Closed -$1.68K – 537
2025
Q2 		$1.68K Buy
+24
New +$1.57K ﹤0.01% 447
2025
Q1 		– Sell
-24
Closed -$1.58K – 536
2024
Q4 		$1.58K Sell
24
-172
-88% -$11.7K ﹤0.01% 469
2024
Q3 		$13K Hold
196
– – ﹤0.01% 314
2024
Q2 		$11.9K Hold
196
– – ﹤0.01% 313
2024
Q1 		$12.3K Hold
196
– – ﹤0.01% 293
2023
Q4 		$11.5K Hold
196
– – ﹤0.01% 290
2023
Q3 		$10.3K Sell
196
-372
-65% -$20.4K ﹤0.01% 294
2023
Q2 		$31.3K Buy
568
+32
+6% +$1.68K 0.01% 200
2023
Q1 		$28.3K Hold
536
– – 0.01% 187
2022
Q4 		$27.4K Sell
536
-116
-18% -$5.91K 0.01% 183
2022
Q3 		$31K Buy
652
+48
+8% +$2.51K 0.01% 165
2022
Q2 		$30K Hold
604
– – 0.01% 168
2022
Q1 		$36K Buy
604
+68
+13% +$3.99K 0.01% 172
2021
Q4 		$34K Sell
536
-4
-0.7% -$251 0.01% 173
2021
Q3 		$32K Sell
540
-88
-14% -$5.32K 0.01% 161
2021
Q2 		$38K Hold
628
– – 0.01% 144
2021
Q1 		$35K Hold
628
– – 0.01% 139
2020
Q4 		$33K Sell
628
-36
-5% -$1.74K 0.01% 134
2020
Q3 		$30K Hold
664
– – 0.01% 133
2020
Q2 		$28K Hold
664
– – 0.01% 137
2020
Q1 		$22K Buy
664
+236
+55% +$9.77K 0.01% 145
2019
Q4 		$20K Buy
+428
New +$18.4K 0.01% 178

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IAG Wealth Partners's VO Position: Q3 2025 in Review

IAG Wealth Partners sold out of Vanguard Mid-Cap ETF (VO) in Q3 2025, closing a stake of 24 shares — an estimated $1.68K sold.

IAG Wealth Partners first reported a position in VO in Q4 2019 and held it in 22 quarters. The position peaked at $38K in Q2 2021. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • IAG Wealth Partners reported no remaining Vanguard Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 24 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $1.68K.
  • IAG Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and held it in 22 quarters.
  • IAG Wealth Partners's Vanguard Mid-Cap ETF position peaked at $38K in Q2 2021.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on IAG Wealth Partners's 13F filing for Q3 2025, filed 12 Nov 2025.