IHT Wealth Management’s Vanguard 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
Q1 | $3.92M | Sell |
54,656
-2,240
| -4% | -$166K | 0.09% | 226 |
|
|
2025
Q4 | $4.13M | Buy |
56,896
+1,612
| +3% | +$117K | 0.1% | 206 |
|
|
2025
Q3 | $4.06M | Sell |
55,284
-16,176
| -23% | -$1.16M | 0.1% | 194 |
|
|
2025
Q2 | $5M | Buy |
71,460
+16,604
| +30% | +$1.09M | 0.14% | 151 |
|
|
2025
Q1 | $3.55M | Buy |
54,856
+3,748
| +7% | +$252K | 0.11% | 186 |
|
|
2024
Q4 | $3.37M | Sell |
51,108
-19,800
| -28% | -$1.34M | 0.11% | 186 |
|
|
2024
Q3 | $4.67M | Buy |
70,908
+18,124
| +34% | +$1.14M | 0.13% | 153 |
|
|
2024
Q2 | $3.2M | Sell |
52,784
-2,176
| -4% | -$132K | 0.12% | 169 |
|
|
2024
Q1 | $3.43M | Buy |
54,960
+9,800
| +22% | +$579K | 0.14% | 147 |
|
|
2023
Q4 | $2.63M | Sell |
45,160
-4,108
| -8% | -$219K | 0.12% | 172 |
|
|
2023
Q3 | $2.56M | Sell |
49,268
-2,860
| -5% | -$157K | 0.13% | 162 |
|
|
2023
Q2 | $2.87M | Buy |
52,128
+2,072
| +4% | +$109K | 0.15% | 131 |
|
|
2023
Q1 | $2.64M | Sell |
50,056
-1,540
| -3% | -$81.9K | 0.15% | 132 |
|
|
2022
Q4 | $2.63M | Sell |
51,596
-3,816
| -7% | -$194K | 0.17% | 139 |
|
|
2022
Q3 | $2.6M | Buy |
55,412
+14,436
| +35% | +$754K | 0.2% | 110 |
|
|
2022
Q2 | $2.02M | Sell |
40,976
-200
| -0.5% | -$10.8K | 0.18% | 130 |
|
|
2022
Q1 | $2.45M | Sell |
41,176
-544
| -1% | -$31.9K | 0.19% | 116 |
|
|
2021
Q4 | $2.66M | Buy |
41,720
+4,568
| +12% | +$286K | 0.2% | 108 |
|
|
2021
Q3 | $2.2M | Sell |
37,152
-116
| -0.3% | -$7.01K | 0.18% | 125 |
|
|
2021
Q2 | $2.21M | Buy |
37,268
+5,604
| +18% | +$325K | 0.14% | 150 |
|
|
2021
Q1 | $1.75M | Buy |
31,664
+6,832
| +28% | +$371K | 0.13% | 168 |
|
|
2020
Q4 | $1.28M | Buy |
24,832
+3,348
| +16% | +$162K | 0.11% | 204 |
|
|
2020
Q3 | $947K | Buy |
21,484
+4,152
| +24% | +$181K | 0.1% | 222 |
|
|
2020
Q2 | $710K | Sell |
17,332
-4,056
| -19% | -$155K | 0.1% | 225 |
|
|
2020
Q1 | $704K | Sell |
21,388
-19,204
| -47% | -$795K | 0.1% | 212 |
|
|
2019
Q4 | $1.81M | Buy |
40,592
+6,252
| +18% | +$268K | 0.21% | 111 |
|
|
2019
Q3 | $1.45M | Buy |
34,340
+11,984
| +54% | +$501K | 0.2% | 124 |
|
|
2019
Q2 | $931K | Buy |
22,356
+10,816
| +94% | +$443K | 0.14% | 170 |
|
|
2019
Q1 | $464K | Buy |
11,540
+2,996
| +35% | +$115K | 0.08% | 276 |
|
|
2018
Q4 | $295K | Buy |
8,544
+968
| +13% | +$36.3K | 0.06% | 335 |
|
|
2018
Q3 | $311K | Sell |
7,576
-852
| -10% | -$34.8K | 0.07% | 312 |
|
|
2018
Q2 | $332K | Buy |
8,428
+4,044
| +92% | +$159K | 0.08% | 283 |
|
|
2018
Q1 | $165K | Sell |
4,384
-20
| -0.5% | -$787 | 0.04% | 386 |
|
|
2017
Q4 | $175K | Sell |
4,404
-240
| -5% | -$9.06K | 0.05% | 377 |
|
|
2017
Q3 | $172K | Buy |
4,644
+4
| +0.1% | +$144 | 0.07% | 278 |
|
|
2017
Q2 | $13 | Buy |
4,640
+1,184
| +34% | +$41.8K | 0.01% | 899 |
|
|
2017
Q1 | $119K | Sell |
3,456
-212
| -6% | -$7.28K | 0.08% | 253 |
|
|
2016
Q4 | $122K | Buy |
+3,668
| New | +$119K | 0.09% | 246 |
|
Other funds holding VO
IHT Wealth Management's VO Position: Q1 2026 in Review
IHT Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 3.9% in Q1 2026, selling an estimated $166K and leaving 54,656 shares worth $3.92M. The position accounts for 0.09% of the portfolio, ranked #226.
IHT Wealth Management first reported a position in VO in Q4 2016 and has held it in 38 quarters since. The position peaked at $5M in Q2 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- IHT Wealth Management held 54,656 shares of Vanguard Mid-Cap ETF worth $3.92M as of Q1 2026.
- IHT Wealth Management sold 2,240 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $166K.
- Vanguard Mid-Cap ETF made up 0.09% of IHT Wealth Management's portfolio in Q1 2026, its #226 holding.
- IHT Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- IHT Wealth Management's Vanguard Mid-Cap ETF position peaked at $5M in Q2 2025.
- 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.