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IFC & Insurance Marketing’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-500
Closed -$36K – 671
2025
Q4 		$36K Buy
+500
New +$36.4K 0.04% 206

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Creative Planning
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US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

IFC & Insurance Marketing's VO Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 500 shares — an estimated $36K sold.

IFC & Insurance Marketing first reported a position in VO in Q4 2025 and held it in 1 quarter. The position peaked at $36K in Q4 2025. 2,395 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 500 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $36K.
  • IFC & Insurance Marketing first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Vanguard Morningstar Mid-Cap ETF position peaked at $36K in Q4 2025.
  • 2,395 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.