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IEQ Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

IEQ Capital’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 		$4.1M Buy
50,936
+960
+2% +$74.4K 0.02% 560
2026
Q1 		$3.59M Buy
49,976
+2,896
+6% +$215K 0.02% 585
2025
Q4 		$3.42M Sell
47,080
-4,316
-8% -$314K 0.01% 630
2025
Q3 		$3.77M Buy
51,396
+5,076
+11% +$365K 0.01% 559
2025
Q2 		$3.24M Sell
46,320
-3,232
-7% -$212K 0.02% 534
2025
Q1 		$3.2M Buy
49,552
+9,068
+22% +$609K 0.03% 459
2024
Q4 		$2.67M Buy
40,484
+3,920
+11% +$266K 0.03% 430
2024
Q3 		$2.41M Buy
36,564
+3,400
+10% +$213K 0.03% 337
2024
Q2 		$2.01M Buy
33,164
+9,688
+41% +$589K 0.03% 340
2024
Q1 		$1.47M Buy
23,476
+2,052
+10% +$121K 0.02% 376
2023
Q4 		$1.25M Buy
21,424
+2,992
+16% +$160K 0.02% 377
2023
Q3 		$959K Sell
18,432
-1,592
-8% -$87.3K 0.02% 412
2023
Q2 		$1.1M Hold
20,024
– – 0.02% 371
2023
Q1 		$1.06M Hold
20,024
– – 0.02% 373
2022
Q4 		$1.02M Sell
20,024
-2,984
-13% -$152K 0.03% 366
2022
Q3 		$1.08M Buy
23,008
+2,984
+15% +$156K 0.03% 348
2022
Q2 		$986K Hold
20,024
– – 0.03% 308
2022
Q1 		$1.19M Buy
20,024
+496
+3% +$29.1K 0.03% 293
2021
Q4 		$1.24M Hold
19,528
– – 0.03% 265
2021
Q3 		$1.16M Hold
19,528
– – 0.03% 267
2021
Q2 		$1.16M Buy
19,528
+596
+3% +$34.5K 0.03% 234
2021
Q1 		$1.05M Buy
+18,932
New +$1.03M 0.04% 194
2020
Q1 		– Sell
-16,772
Closed -$747K – 436
2019
Q4 		$747K Buy
+16,772
New +$720K 0.07% 174

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

IEQ Capital's VO Position: Q2 2026 in Review

IEQ Capital increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.9% in Q2 2026, buying an estimated $74.4K and bringing the position to 50,936 shares worth $4.1M. The position accounts for 0.02% of the portfolio, ranked #560.

IEQ Capital first reported a position in VO in Q4 2019 and has held it in 23 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • IEQ Capital held 50,936 shares of Vanguard Morningstar Mid-Cap ETF worth $4.1M as of Q2 2026.
  • IEQ Capital bought 960 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $74.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #560 holding.
  • IEQ Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.