Integrated Advisors Network
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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
Q3 		$5.04M Sell
64,332
-6,349
-9% -$516K 0.23% 107
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 		$1.24M 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

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Integrated Advisors Network's VO Position: Q3 2026 in Review

Integrated Advisors Network reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9% in Q3 2026, selling an estimated $516K and leaving 64,332 shares worth $5.04M. The position accounts for 0.23% of the portfolio, ranked #107.

Integrated Advisors Network first reported a position in VO in Q4 2019 and has held it in 28 quarters since. The position peaked at $7.45M in Q3 2025. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Integrated Advisors Network held 64,332 shares of Vanguard Morningstar Mid-Cap ETF worth $5.04M as of Q3 2026.
  • Integrated Advisors Network sold 6,349 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $516K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.23% of Integrated Advisors Network's portfolio in Q3 2026, its #107 holding.
  • Integrated Advisors Network first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Integrated Advisors Network's Vanguard Morningstar Mid-Cap ETF position peaked at $7.45M in Q3 2025.
  • 912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.