IWM
VO icon

Integris Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Integris 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 		$318K Hold
3,944
– – 0.06% 96
2026
Q1 		$283K Hold
3,944
– – 0.07% 93
2025
Q4 		$286K Buy
3,944
+1,132
+40% +$82.3K 0.07% 96
2025
Q3 		$207K Buy
+2,812
New +$202K 0.05% 114
2025
Q2 		– Sell
-3,184
Closed -$206K – 119
2025
Q1 		$206K Hold
3,184
– – 0.06% 101
2024
Q4 		$210K Buy
+3,184
New +$216K 0.06% 100

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Integris Wealth Management's VO Position: Q2 2026 in Review

Integris Wealth Management held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2026 at 3,944 shares worth $318K. The position accounts for 0.06% of the portfolio, ranked #96.

Integris Wealth Management first reported a position in VO in Q4 2024 and has held it in 6 quarters since. 823 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Integris Wealth Management held 3,944 shares of Vanguard Mid-Cap ETF worth $318K as of Q2 2026.
  • Integris Wealth Management left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap ETF made up 0.06% of Integris Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Integris Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 823 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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