IMG Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

IMG Wealth Management’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	$79K	Sell	980 -248	-20%	-$19.2K	0.04%	166
2026 Q1	$88.2K	Hold	1,228	–	–	0.06%	147
2025 Q4	$89.1K	Sell	1,228 -548	-31%	-$39.9K	0.06%	138
2025 Q3	$130K	Sell	1,776 -28	-2%	-$2.01K	0.09%	108
2025 Q2	$126K	Sell	1,804 -144	-7%	-$9.45K	0.1%	107
2025 Q1	$126K	Sell	1,948 -316	-14%	-$21.2K	0.11%	96
2024 Q4	$149K	Buy	+2,264	New	+$154K	0.14%	81

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

IMG Wealth Management's VO Position: Q2 2026 in Review

IMG Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 20% in Q2 2026, selling an estimated $19.2K and leaving 980 shares worth $79K. The position accounts for 0.04% of the portfolio, ranked #166.

IMG Wealth Management first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $149K in Q4 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

IMG Wealth Management held 980 shares of Vanguard Morningstar Mid-Cap ETF worth $79K as of Q2 2026.
IMG Wealth Management sold 248 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $19.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of IMG Wealth Management's portfolio in Q2 2026, its #166 holding.
IMG Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $149K in Q4 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.