Independent Financial Group
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Independent Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Independent Financial Group’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 		$3.17M Sell
40,451
-4,287
-10% -$349K 0.06% 327
2026
Q2 		$3.6M Sell
44,738
-4,262
-9% -$330K 0.07% 294
2026
Q1 		$3.52M Buy
49,000
+7,052
+17% +$524K 0.08% 253
2025
Q4 		$3.04M Buy
41,948
+2,612
+7% +$190K 0.07% 278
2025
Q3 		$2.89M Buy
39,336
+540
+1% +$38.8K 0.07% 277
2025
Q2 		$2.71M Buy
38,796
+2,196
+6% +$144K 0.07% 264
2025
Q1 		$2.37M Buy
36,600
+2,040
+6% +$137K 0.08% 243
2024
Q4 		$2.28M Sell
34,560
-344
-1% -$23.4K 0.08% 259
2024
Q3 		$2.3M Sell
34,904
-332
-0.9% -$20.8K 0.08% 246
2024
Q2 		$2.13M Buy
35,236
+3,052
+9% +$185K 0.09% 225
2024
Q1 		$2.01M Buy
32,184
+3,028
+10% +$179K 0.09% 221
2023
Q4 		$1.7M Buy
29,156
+3,644
+14% +$195K 0.09% 234
2023
Q3 		$1.33M Sell
25,512
-508
-2% -$27.9K 0.09% 256
2023
Q2 		$1.43M Buy
26,020
+2,844
+12% +$149K 0.1% 226
2023
Q1 		$1.22M Buy
23,176
+6,132
+36% +$326K 0.1% 242
2022
Q4 		$868K Buy
17,044
+2,300
+16% +$117K 0.07% 271
2022
Q3 		$693K Buy
14,744
+8,520
+137% +$445K 0.06% 313
2022
Q2 		$306K Buy
6,224
+688
+12% +$37.2K 0.03% 498
2022
Q1 		$329K Buy
5,536
+444
+9% +$26K 0.03% 562
2021
Q4 		$324K Buy
5,092
+136
+3% +$8.53K 0.03% 565
2021
Q3 		$293K Sell
4,956
-872
-15% -$52.7K 0.03% 532
2021
Q2 		$346K Buy
5,828
+1,016
+21% +$58.9K 0.04% 488
2021
Q1 		$266K Sell
4,812
-900
-16% -$48.8K 0.03% 502
2020
Q4 		$295K Sell
5,712
-100
-2% -$4.84K 0.04% 427
2020
Q3 		$256K Sell
5,812
-96
-2% -$4.18K 0.05% 383
2020
Q2 		$242K Buy
+5,908
New +$226K 0.05% 368

Other funds holding VO

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

Independent Financial Group's VO Position: Q3 2026 in Review

Independent Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.6% in Q3 2026, selling an estimated $349K and leaving 40,451 shares worth $3.17M. The position accounts for 0.06% of the portfolio, ranked #327.

Independent Financial Group first reported a position in VO in Q2 2020 and has held it in 26 quarters since. The position peaked at $3.6M in Q2 2026. 362 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Independent Financial Group held 40,451 shares of Vanguard Morningstar Mid-Cap ETF worth $3.17M as of Q3 2026.
  • Independent Financial Group sold 4,287 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $349K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Independent Financial Group's portfolio in Q3 2026, its #327 holding.
  • Independent Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $3.6M in Q2 2026.
  • 362 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.