IMA Advisory Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
Other funds holding VO
IMA Advisory Services's VO Position: Q2 2026 in Review
IMA Advisory Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5,930% in Q2 2026, buying an estimated $1.62M and bringing the position to 21,227 shares worth $1.71M. The position accounts for 0.11% of the portfolio, ranked #132.
IMA Advisory Services first reported a position in VO in Q1 2019 and has held it in 9 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- IMA Advisory Services held 21,227 shares of Vanguard Morningstar Mid-Cap ETF worth $1.71M as of Q2 2026.
- IMA Advisory Services bought 20,875 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.62M.
- Vanguard Morningstar Mid-Cap ETF made up 0.11% of IMA Advisory Services's portfolio in Q2 2026, its #132 holding.
- IMA Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 9 quarters since.
- 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.