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IEQ Capital’s Vanguard 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
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

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

IEQ Capital's VO Position: Q1 2026 in Review

IEQ Capital increased its Vanguard Mid-Cap ETF (VO) stake by 6.2% in Q1 2026, buying an estimated $215K and bringing the position to 49,976 shares worth $3.59M. The position accounts for 0.02% of the portfolio, ranked #585.

IEQ Capital first reported a position in VO in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.77M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • IEQ Capital held 49,976 shares of Vanguard Mid-Cap ETF worth $3.59M as of Q1 2026.
  • IEQ Capital bought 2,896 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $215K.
  • Vanguard Mid-Cap ETF made up 0.02% of IEQ Capital's portfolio in Q1 2026, its #585 holding.
  • IEQ Capital first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • IEQ Capital's Vanguard Mid-Cap ETF position peaked at $3.77M in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.