Integris Wealth Management
VO icon

Integris Wealth Management’s Vanguard Morningstar 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
Q3 		$337K Buy
4,293
+349
+9% +$28.4K 0.06% 91
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 		$206K 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

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

Integris Wealth Management's VO Position: Q3 2026 in Review

Integris Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.8% in Q3 2026, buying an estimated $28.4K and bringing the position to 4,293 shares worth $337K. The position accounts for 0.06% of the portfolio, ranked #91.

Integris Wealth Management first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Integris Wealth Management held 4,293 shares of Vanguard Morningstar Mid-Cap ETF worth $337K as of Q3 2026.
  • Integris Wealth Management bought 349 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $28.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Integris Wealth Management's portfolio in Q3 2026, its #91 holding.
  • Integris Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.