ICMM
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Integrated Capital Management (Michigan)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Integrated Capital Management (Michigan)’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 		$31.1M Buy
385,590
+8,702
+2% +$675K 11.19% 4
2026
Q1 		$27.1M Buy
376,888
+106,660
+39% +$7.92M 11.41% 4
2025
Q4 		$19.6M Buy
270,228
+8,848
+3% +$644K 8.43% 5
2025
Q3 		$19.4M Buy
+261,380
New +$18.8M 8.52% 4

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Integrated Capital Management (Michigan)'s VO Position: Q2 2026 in Review

Integrated Capital Management (Michigan) increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.3% in Q2 2026, buying an estimated $675K and bringing the position to 385,590 shares worth $31.1M. The position accounts for 11.19% of the portfolio, ranked #4.

Integrated Capital Management (Michigan) first reported a position in VO in Q3 2025 and has held it in 4 quarters since. 1,570 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Integrated Capital Management (Michigan) held 385,590 shares of Vanguard Morningstar Mid-Cap ETF worth $31.1M as of Q2 2026.
  • Integrated Capital Management (Michigan) bought 8,702 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $675K.
  • Vanguard Morningstar Mid-Cap ETF made up 11.19% of Integrated Capital Management (Michigan)'s portfolio in Q2 2026, its #4 holding.
  • Integrated Capital Management (Michigan) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,570 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Integrated Capital Management (Michigan)'s 13F filing for Q2 2026, filed 31 Jul 2026.