IFS Advisors
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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
Q3 		$7.93M Buy
101,151
+338
+0.3% +$27.5K 2.39% 13
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 -$2.22M – 137
2021
Q4 		$2.22M 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

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

IFS Advisors's VO Position: Q3 2026 in Review

IFS Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.34% in Q3 2026, buying an estimated $27.5K and bringing the position to 101,151 shares worth $7.93M. The position accounts for 2.39% of the portfolio, ranked #13.

IFS Advisors first reported a position in VO in Q2 2021 and has held it in 16 quarters since. The position peaked at $8.12M in Q2 2026. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • IFS Advisors held 101,151 shares of Vanguard Morningstar Mid-Cap ETF worth $7.93M as of Q3 2026.
  • IFS Advisors bought 338 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $27.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.39% of IFS Advisors's portfolio in Q3 2026, its #13 holding.
  • IFS Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 16 quarters since.
  • IFS Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $8.12M in Q2 2026.
  • 912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.