IWB
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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Innovative Wealth Building's VO Position: Q2 2026 in Review

Innovative Wealth Building reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.4% in Q2 2026, selling an estimated $292K and leaving 55,003 shares worth $4.43M. The position accounts for 2.57% of the portfolio, ranked #7.

Innovative Wealth Building first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Innovative Wealth Building held 55,003 shares of Vanguard Morningstar Mid-Cap ETF worth $4.43M as of Q2 2026.
  • Innovative Wealth Building sold 3,761 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $292K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.57% of Innovative Wealth Building's portfolio in Q2 2026, its #7 holding.
  • Innovative Wealth Building first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.