Innovative Wealth Building’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Innovative Wealth Building’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	$3.86M	Sell	49,190 -5,813	-11%	-$473K	2.13%	10
2026 Q2	$4.43M	Sell	55,003 -3,761	-6%	-$292K	2.57%	7
2026 Q1	$4.22M	Buy	58,764 +2,792	+5%	+$207K	2.97%	7
2025 Q4	$4.06M	Sell	55,972 -1,896	-3%	-$138K	2.96%	8
2025 Q3	$4.25M	Sell	57,868 -1,988	-3%	-$143K	3.31%	7
2025 Q2	$4.19M	Sell	59,856 -5,040	-8%	-$331K	3.47%	5
2025 Q1	$4.2M	Buy	64,896 +272	+0.4%	+$18.3K	3.87%	5
2024 Q4	$4.27M	Buy	+64,624	New	+$4.39M	3.86%	6

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Innovative Wealth Building's VO Position: Q3 2026 in Review

Innovative Wealth Building reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q3 2026, selling an estimated $473K and leaving 49,190 shares worth $3.86M. The position accounts for 2.13% of the portfolio, ranked #10.

Innovative Wealth Building first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.43M in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Innovative Wealth Building held 49,190 shares of Vanguard Morningstar Mid-Cap ETF worth $3.86M as of Q3 2026.
Innovative Wealth Building sold 5,813 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $473K.
Vanguard Morningstar Mid-Cap ETF made up 2.13% of Innovative Wealth Building's portfolio in Q3 2026, its #10 holding.
Innovative Wealth Building first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Innovative Wealth Building's Vanguard Morningstar Mid-Cap ETF position peaked at $4.43M in Q2 2026.
2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.