IFP Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.23M | Sell |
52,476
-4,376
| -8% | -$339K | 0.08% | 293 |
|
|
2026
Q1 | $4.08M | Buy |
56,852
+6,868
| +14% | +$510K | 0.08% | 257 |
|
|
2025
Q4 | $3.63M | Sell |
49,984
-5,440
| -10% | -$396K | 0.08% | 264 |
|
|
2025
Q3 | $4.07M | Buy |
55,424
+168
| +0.3% | +$12.1K | 0.11% | 206 |
|
|
2025
Q2 | $3.87M | Buy |
55,256
+3,396
| +7% | +$223K | 0.11% | 197 |
|
|
2025
Q1 | $3.35M | Buy |
51,860
+1,168
| +2% | +$78.4K | 0.1% | 222 |
|
|
2024
Q4 | $3.35M | Buy |
50,692
+148
| +0.3% | +$10K | 0.11% | 203 |
|
|
2024
Q3 | $3.33M | Buy |
50,544
+5,708
| +13% | +$358K | 0.12% | 181 |
|
|
2024
Q2 | $2.71M | Sell |
44,836
-4,948
| -10% | -$301K | 0.11% | 198 |
|
|
2024
Q1 | $3.11M | Buy |
49,784
+308
| +0.6% | +$18.2K | 0.14% | 159 |
|
|
2023
Q4 | $2.88M | Sell |
49,476
-6,184
| -11% | -$330K | 0.14% | 160 |
|
|
2023
Q3 | $2.9M | Buy |
55,660
+1,720
| +3% | +$94.3K | 0.13% | 157 |
|
|
2023
Q2 | $2.97M | Sell |
53,940
-3,132
| -5% | -$164K | 0.12% | 172 |
|
|
2023
Q1 | $2.26M | Sell |
57,072
-69,384
| -55% | -$3.69M | 0.1% | 208 |
|
|
2022
Q4 | $5.02M | Sell |
126,456
-76,260
| -38% | -$3.88M | 0.13% | 148 |
|
|
2022
Q3 | $8.12M | Buy |
202,716
+30,412
| +18% | +$1.59M | 0.21% | 96 |
|
|
2022
Q2 | $6.92M | Hold |
172,304
| – | – | 0.22% | 98 |
|
|
2022
Q1 | $6.92M | Buy |
172,304
+133,468
| +344% | +$7.83M | 0.22% | 98 |
|
|
2021
Q4 | $2.48M | Buy |
38,836
+2,188
| +6% | +$137K | 0.05% | 213 |
|
|
2021
Q3 | $2.17M | Buy |
36,648
+164
| +0.4% | +$9.91K | 0.04% | 241 |
|
|
2021
Q2 | $2.17M | Buy |
36,484
+1,540
| +4% | +$89.3K | 0.04% | 229 |
|
|
2021
Q1 | $1.93M | Sell |
34,944
-2,564
| -7% | -$139K | 0.04% | 225 |
|
|
2020
Q4 | $1.94M | Buy |
37,508
+9,220
| +33% | +$446K | 0.08% | 215 |
|
|
2020
Q3 | $1.25M | Sell |
28,288
-9,944
| -26% | -$433K | 0.07% | 249 |
|
|
2020
Q2 | $1.54M | Sell |
38,232
-6,272
| -14% | -$240K | 0.12% | 183 |
|
|
2020
Q1 | $1.5M | Buy |
44,504
+2,152
| +5% | +$89.1K | 0.15% | 152 |
|
|
2019
Q4 | $1.88M | Sell |
42,352
-16,148
| -28% | -$693K | 0.14% | 176 |
|
|
2019
Q3 | $2.45M | Buy |
+58,500
| New | +$2.44M | 0.16% | 140 |
|
|
2019
Q1 | $943K | Sell |
23,440
-54,536
| -70% | -$2.1M | 0.13% | 170 |
|
|
2018
Q4 | $2.67M | Sell |
77,976
-37,012
| -32% | -$1.39M | 0.16% | 145 |
|
|
2018
Q3 | $4.72M | Sell |
114,988
-47,512
| -29% | -$1.94M | 0.19% | 119 |
|
|
2018
Q2 | $6.4M | Buy |
162,500
+13,384
| +9% | +$525K | 0.27% | 78 |
|
|
2018
Q1 | $5.77M | Hold |
149,116
| – | – | 0.26% | 83 |
|
|
2017
Q4 | $5.77M | Sell |
149,116
-2,108
| -1% | -$79.6K | 0.26% | 83 |
|
|
2017
Q3 | $5.56M | Buy |
151,224
+2,208
| +1% | +$79.6K | 0.22% | 101 |
|
|
2017
Q2 | $5.31M | Sell |
149,016
-484
| -0.3% | -$17.1K | 0.23% | 98 |
|
|
2017
Q1 | $5.2M | Buy |
149,500
+6,068
| +4% | +$208K | 0.23% | 97 |
|
|
2016
Q4 | $4.72M | Buy |
143,432
+43,604
| +44% | +$1.41M | 0.23% | 93 |
|
|
2016
Q3 | $3.23M | Buy |
99,828
+2,240
| +2% | +$71.9K | 0.17% | 127 |
|
|
2016
Q2 | $3.02M | Buy |
97,588
+74,148
| +316% | +$2.27M | 0.17% | 122 |
|
|
2016
Q1 | $943K | Sell |
23,440
-52,916
| -69% | -$1.5M | 0.13% | 170 |
|
|
2015
Q4 | $2.29M | Buy |
+76,356
| New | +$2.33M | 0.15% | 143 |
|
Other funds holding VO
IFP Advisors's VO Position: Q2 2026 in Review
IFP Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.7% in Q2 2026, selling an estimated $339K and leaving 52,476 shares worth $4.23M. The position accounts for 0.08% of the portfolio, ranked #293.
IFP Advisors first reported a position in VO in Q4 2015 and has held it in 42 quarters since. The position peaked at $8.12M in Q3 2022. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- IFP Advisors held 52,476 shares of Vanguard Morningstar Mid-Cap ETF worth $4.23M as of Q2 2026.
- IFP Advisors sold 4,376 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $339K.
- Vanguard Morningstar Mid-Cap ETF made up 0.08% of IFP Advisors's portfolio in Q2 2026, its #293 holding.
- IFP Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $8.12M in Q3 2022.
- 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.