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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
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

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 Financial Group's VO Position: Q2 2026 in Review

Independent Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.7% in Q2 2026, selling an estimated $330K and leaving 44,738 shares worth $3.6M. The position accounts for 0.07% of the portfolio, ranked #294.

Independent Financial Group first reported a position in VO in Q2 2020 and has held it in 25 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Independent Financial Group held 44,738 shares of Vanguard Morningstar Mid-Cap ETF worth $3.6M as of Q2 2026.
  • Independent Financial Group sold 4,262 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $330K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #294 holding.
  • Independent Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.