IFWM
VO icon

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
2021
Q4 		– Sell
-6,000
Closed -$355K – 508
2021
Q3 		$355K Buy
+6,000
New +$363K 0.06% 339

Other funds holding VO

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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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. 1,254 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.
  • 1,254 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.