Integrated Advisors Network’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Integrated Advisors Network’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	$5.69M	Sell	70,681 -9,891	-12%	-$767K	0.26%	96
2026 Q1	$5.78M	Sell	80,572 -16,136	-17%	-$1.2M	0.3%	80
2025 Q4	$7.02M	Sell	96,708 -4,792	-5%	-$349K	0.31%	72
2025 Q3	$7.45M	Sell	101,500 -4,260	-4%	-$306K	0.31%	73
2025 Q2	$7.4M	Sell	105,760 -1,828	-2%	-$120K	0.33%	68
2025 Q1	$6.96M	Sell	107,588 -1,996	-2%	-$134K	0.35%	68
2024 Q4	$7.24M	Buy	109,584 +1,724	+2%	+$117K	0.35%	69
2024 Q3	$7.11M	Sell	107,860 -24	-0%	-$1.51K	0.34%	75
2024 Q2	$6.53M	Buy	107,884 +1,348	+1%	+$81.9K	0.33%	72
2024 Q1	$6.65M	Buy	106,536 +1,520	+1%	+$89.8K	0.34%	71
2023 Q4	$6.11M	Sell	105,016 -1,504	-1%	-$80.4K	0.35%	78
2023 Q3	$5.55M	Sell	106,520 -1,888	-2%	-$104K	0.34%	72
2023 Q2	$5.97M	Sell	108,408 -940	-0.9%	-$49.3K	0.34%	69
2023 Q1	$5.77M	Buy	109,348 +168	+0.2%	+$8.94K	0.35%	76
2022 Q4	$5.56M	Buy	109,180 +1,712	+2%	+$87.2K	0.36%	73
2022 Q3	$5.05M	Buy	107,468 +20,264	+23%	+$1.06M	0.34%	70
2022 Q2	$4.29M	Buy	87,204 +10,768	+14%	+$582K	0.28%	104
2022 Q1	$4.54M	Buy	76,436 +6,840	+10%	+$401K	0.27%	92
2021 Q4	$4.43M	Buy	69,596 +4,492	+7%	+$282K	0.26%	99
2021 Q3	$3.85M	Buy	65,104 +15,780	+32%	+$954K	0.26%	105
2021 Q2	$2.93M	Buy	49,324 +9,488	+24%	+$550K	0.22%	132
2021 Q1	$2.2M	Buy	39,836 +7,136	+22%	+$387K	0.2%	135
2020 Q4	$1.69M	Buy	32,700 +4,444	+16%	+$215K	0.19%	141
2020 Q3	$1.25M	Sell	28,256 -1,224	-4%	-$53.3K	0.16%	151
2020 Q2	$1.21M	Buy	29,480 +936	+3%	+$35.9K	0.14%	168
2020 Q1	$939K	Buy	28,544 +4,272	+18%	+$177K	0.18%	139
2019 Q4	$1.08M	Buy	+24,272	New	+$1.04M	0.15%	178

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

Integrated Advisors Network's VO Position: Q2 2026 in Review

Integrated Advisors Network reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, selling an estimated $767K and leaving 70,681 shares worth $5.69M. The position accounts for 0.26% of the portfolio, ranked #96.

Integrated Advisors Network first reported a position in VO in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.45M in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Integrated Advisors Network held 70,681 shares of Vanguard Morningstar Mid-Cap ETF worth $5.69M as of Q2 2026.
Integrated Advisors Network sold 9,891 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $767K.
Vanguard Morningstar Mid-Cap ETF made up 0.26% of Integrated Advisors Network's portfolio in Q2 2026, its #96 holding.
Integrated Advisors Network first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Integrated Advisors Network's Vanguard Morningstar Mid-Cap ETF position peaked at $7.45M in Q3 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.