Institute for Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Institute for Wealth Management’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	$78.4K	Buy	+973	New	+$75.4K	0.01%	756
2021 Q4	–	Sell	-108	Closed	-$7K	–	509
2021 Q3	$7K	Buy	+108	New	+$6.53K	﹤0.01%	485
2020 Q1	–	Sell	-108	Closed	-$5K	–	670
2019 Q4	$5K	Buy	+108	New	+$4.64K	﹤0.01%	641

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 22.9% 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

Institute for Wealth Management's VO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 973 shares worth $78.4K. The stake represents 0.01% of the portfolio and ranks #756 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in VO as recently as Q3 2021.

Institute for Wealth Management first reported a position in VO in Q4 2019 and has held it in 3 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Institute for Wealth Management held 973 shares of Vanguard Morningstar Mid-Cap ETF worth $78.4K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Institute for Wealth Management position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #756 holding.
Institute for Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 3 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.