IMG Wealth Management
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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
Q3 		$74.7K Sell
952
-28
-3% -$2.28K 0.04% 164
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
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

IMG Wealth Management's VO Position: Q3 2026 in Review

IMG Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.9% in Q3 2026, selling an estimated $2.28K and leaving 952 shares worth $74.7K. The position accounts for 0.04% of the portfolio, ranked #164.

IMG Wealth Management first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $149K in Q4 2024. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • IMG Wealth Management held 952 shares of Vanguard Morningstar Mid-Cap ETF worth $74.7K as of Q3 2026.
  • IMG Wealth Management sold 28 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $2.28K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of IMG Wealth Management's portfolio in Q3 2026, its #164 holding.
  • IMG Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • IMG Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $149K in Q4 2024.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.