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Independent Advisor Alliance’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Independent Advisor Alliance’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 		$558K Sell
6,920
-248,320
-97% -$19.3M 0.01% 629
2026
Q1 		$18.3M Buy
255,240
+246,000
+2,662% +$18.3M 0.2% 106
2025
Q4 		$670K Buy
9,240
+8
+0.1% +$582 0.02% 574
2025
Q3 		$678K Buy
9,232
+356
+4% +$25.6K 0.02% 538
2025
Q2 		$621K Sell
8,876
-320
-3% -$21K 0.02% 522
2025
Q1 		$595K Sell
9,196
-322,484
-97% -$21.6M 0.02% 484
2024
Q4 		$21.9M Buy
331,680
+326,440
+6,230% +$22.2M 0.29% 70
2024
Q3 		$346K Sell
5,240
-6,324
-55% -$397K 0.01% 529
2024
Q2 		$700K Sell
11,564
-264
-2% -$16K 0.02% 391
2024
Q1 		$739K Sell
11,828
-3,404
-22% -$201K 0.03% 372
2023
Q4 		$840K Buy
15,232
+7,632
+100% +$408K 0.03% 336
2023
Q3 		$396K Buy
7,600
+644
+9% +$35.3K 0.02% 459
2023
Q2 		$383K Buy
+6,956
New +$365K 0.02% 481
2020
Q1 		– Sell
-118,908
Closed -$5.3M – 853
2019
Q4 		$5.3M Buy
+118,908
New +$5.11M 0.23% 99

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Independent Advisor Alliance's VO Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 97% in Q2 2026, selling an estimated $19.3M and leaving 6,920 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #629.

Independent Advisor Alliance first reported a position in VO in Q4 2019 and has held it in 14 quarters since. The position peaked at $21.9M in Q4 2024. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Independent Advisor Alliance held 6,920 shares of Vanguard Morningstar Mid-Cap ETF worth $558K as of Q2 2026.
  • Independent Advisor Alliance sold 248,320 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $19.3M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #629 holding.
  • Independent Advisor Alliance first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 14 quarters since.
  • Independent Advisor Alliance's Vanguard Morningstar Mid-Cap ETF position peaked at $21.9M in Q4 2024.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.