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IFG Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

IFG Advisors’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 		$2.3M Buy
28,497
+89
+0.3% +$6.9K 0.32% 41
2026
Q1 		$2.04M Buy
28,408
+416
+1% +$30.9K 0.33% 38
2025
Q4 		$2.03M Buy
27,992
+868
+3% +$63.1K 0.34% 38
2025
Q3 		$1.99M Sell
27,124
-7,628
-22% -$548K 0.33% 36
2025
Q2 		$2.43M Buy
34,752
+564
+2% +$37K 0.41% 30
2025
Q1 		$2.21M Sell
34,188
-2,004
-6% -$134K 0.43% 30
2024
Q4 		$2.39M Buy
36,192
+132
+0.4% +$8.96K 0.48% 30
2024
Q3 		$2.38M Buy
36,060
+2,536
+8% +$159K 0.51% 30
2024
Q2 		$2.03M Buy
33,524
+812
+2% +$49.3K 0.48% 33
2024
Q1 		$2.04M Buy
32,712
+120
+0.4% +$7.09K 0.53% 29
2023
Q4 		$1.9M Buy
32,592
+564
+2% +$30.1K 0.56% 28
2023
Q3 		$1.67M Buy
32,028
+116
+0.4% +$6.36K 0.59% 27
2023
Q2 		$1.76M Buy
31,912
+1,836
+6% +$96.3K 0.62% 26
2023
Q1 		$1.59M Buy
30,076
+1,180
+4% +$62.8K 0.62% 24
2022
Q4 		$1.47M Sell
28,896
-872
-3% -$44.4K 0.64% 24
2022
Q3 		$1.4M Buy
29,768
+13,668
+85% +$714K 0.71% 23
2022
Q2 		$793K Buy
16,100
+964
+6% +$52.1K 0.4% 35
2022
Q1 		$900K Buy
15,136
+48
+0.3% +$2.82K 0.4% 37
2021
Q4 		$961K Buy
15,088
+52
+0.3% +$3.26K 0.41% 35
2021
Q3 		$890K Buy
15,036
+40
+0.3% +$2.42K 0.41% 36
2021
Q2 		$890K Buy
14,996
+40
+0.3% +$2.32K 0.42% 34
2021
Q1 		$828K Sell
14,956
-184
-1% -$9.98K 0.45% 27
2020
Q4 		$783K Buy
15,140
+96
+0.6% +$4.65K 0.48% 24
2020
Q3 		$663K Buy
15,044
+1,656
+12% +$72.2K 0.47% 29
2020
Q2 		$549K Buy
13,388
+5,556
+71% +$213K 0.43% 34
2020
Q1 		$258K Sell
7,832
-7,692
-50% -$319K 0.25% 63
2019
Q4 		$692K Buy
15,524
+84
+0.5% +$3.61K 0.57% 21
2019
Q3 		$647K Buy
+15,440
New +$645K 0.6% 22

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

IFG Advisors's VO Position: Q2 2026 in Review

IFG Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.31% in Q2 2026, buying an estimated $6.9K and bringing the position to 28,497 shares worth $2.3M. The position accounts for 0.32% of the portfolio, ranked #41.

IFG Advisors first reported a position in VO in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.43M in Q2 2025. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • IFG Advisors held 28,497 shares of Vanguard Morningstar Mid-Cap ETF worth $2.3M as of Q2 2026.
  • IFG Advisors bought 89 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.32% of IFG Advisors's portfolio in Q2 2026, its #41 holding.
  • IFG Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • IFG Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.43M in Q2 2025.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.