IFS Advisors’s Vanguard Morningstar 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 Q2	$8.12M	Buy	100,813 +1,033	+1%	+$80.1K	3.89%	11
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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

IFS Advisors's VO Position: Q2 2026 in Review

IFS Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1% in Q2 2026, buying an estimated $80.1K and bringing the position to 100,813 shares worth $8.12M. The position accounts for 3.89% of the portfolio, ranked #11.

IFS Advisors first reported a position in VO in Q2 2021 and has held it in 15 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

IFS Advisors held 100,813 shares of Vanguard Morningstar Mid-Cap ETF worth $8.12M as of Q2 2026.
IFS Advisors bought 1,033 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $80.1K.
Vanguard Morningstar Mid-Cap ETF made up 3.89% of IFS Advisors's portfolio in Q2 2026, its #11 holding.
IFS Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 15 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.