Index Fund Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Index Fund Advisors’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	$2.78M	Buy	34,471 +1,111	+3%	+$86.1K	0.11%	44
2026 Q1	$2.39M	Buy	33,360 +104	+0.3%	+$7.73K	0.11%	46
2025 Q4	$2.41M	Sell	33,256 -2,272	-6%	-$165K	0.11%	41
2025 Q3	$2.61M	Buy	35,528 +40	+0.1%	+$2.87K	0.13%	37
2025 Q2	$2.48M	Sell	35,488 -80	-0.2%	-$5.25K	0.14%	29
2025 Q1	$2.3M	Buy	35,568 +136	+0.4%	+$9.13K	0.14%	23
2024 Q4	$2.34M	Sell	35,432 -116	-0.3%	-$7.88K	0.13%	25
2024 Q3	$2.34M	Buy	35,548 +216	+0.6%	+$13.6K	0.12%	25
2024 Q2	$2.14M	Sell	35,332 -24	-0.1%	-$1.46K	0.12%	25
2024 Q1	$2.21M	Buy	35,356 +28	+0.1%	+$1.66K	0.12%	24
2023 Q4	$2.05M	Buy	35,328 +84	+0.2%	+$4.49K	0.12%	23
2023 Q3	$1.83M	Sell	35,244 -2,332	-6%	-$128K	0.12%	23
2023 Q2	$2.07M	Sell	37,576 -112	-0.3%	-$5.87K	0.14%	20
2023 Q1	$1.99M	Buy	37,688 +116	+0.3%	+$6.17K	0.14%	18
2022 Q4	$1.91M	Sell	37,572 -3,184	-8%	-$162K	0.13%	18
2022 Q3	$1.92M	Buy	40,756 +204	+0.5%	+$10.7K	0.15%	20
2022 Q2	$2M	Sell	40,552 -184	-0.5%	-$9.94K	0.15%	19
2022 Q1	$2.42M	Sell	40,736 -1,500	-4%	-$88K	0.18%	16
2021 Q4	$2.69M	Buy	+42,236	New	+$2.65M	0.19%	15

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

Index Fund Advisors's VO Position: Q2 2026 in Review

Index Fund Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.3% in Q2 2026, buying an estimated $86.1K and bringing the position to 34,471 shares worth $2.78M. The position accounts for 0.11% of the portfolio, ranked #44.

Index Fund Advisors first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Index Fund Advisors held 34,471 shares of Vanguard Morningstar Mid-Cap ETF worth $2.78M as of Q2 2026.
Index Fund Advisors bought 1,111 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $86.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of Index Fund Advisors's portfolio in Q2 2026, its #44 holding.
Index Fund Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.