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

IFS 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 Q1	$7.16M	Buy	99,780 +4,520	+5%	+$336K	3.69%	11
2025 Q4	$6.91M	Buy	95,260 +41,508	+77%	+$3.02M	3.59%	11
2025 Q3	$3.95M	Buy	53,752 +1,028	+2%	+$73.8K	2.31%	11
2025 Q2	$3.69M	Buy	52,724 +12,672	+32%	+$832K	2.79%	8
2025 Q1	$2.59M	Buy	40,052 +2,068	+5%	+$139K	2.1%	8
2024 Q4	$2.51M	Buy	37,984 +260	+0.7%	+$17.7K	1.97%	8
2024 Q3	$2.49M	Buy	37,724 +1,076	+3%	+$67.6K	1.97%	8
2024 Q2	$2.22M	Sell	36,648 -332	-0.9%	-$20.2K	1.87%	8
2024 Q1	$2.31M	Sell	36,980 -56	-0.2%	-$3.31K	2.02%	8
2023 Q4	$2.15M	Buy	37,036 +23,724	+178%	+$1.27M	2.56%	7
2023 Q3	$693K	Buy	+13,312	New	+$730K	1.29%	7
2022 Q1	–	Sell	-34,784	Closed	-$2.21M	–	137
2021 Q4	$2.21M	Sell	34,784 -9,032	-21%	-$566K	1.56%	13
2021 Q3	$2.59M	Buy	43,816 +36,972	+540%	+$2.23M	1.66%	13
2021 Q2	$406K	Buy	+6,844	New	+$397K	0.27%	23

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

IFS Advisors's VO Position: Q1 2026 in Review

IFS Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 4.7% in Q1 2026, buying an estimated $336K and bringing the position to 99,780 shares worth $7.16M. The position accounts for 3.69% of the portfolio, ranked #11.

IFS Advisors first reported a position in VO in Q2 2021 and has held it in 14 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

IFS Advisors held 99,780 shares of Vanguard Mid-Cap ETF worth $7.16M as of Q1 2026.
IFS Advisors bought 4,520 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $336K.
Vanguard Mid-Cap ETF made up 3.69% of IFS Advisors's portfolio in Q1 2026, its #11 holding.
IFS Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and has held it in 14 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.