Integrity Alliance’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Integrity Alliance’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	$8.52M	Buy	105,737 +6,001	+6%	+$465K	0.27%	85
2026 Q1	$7.16M	Sell	99,736 -64,168	-39%	-$4.77M	0.27%	83
2025 Q4	$11.9M	Buy	163,904 +129,940	+383%	+$9.45M	0.43%	56
2025 Q3	$2.49M	Sell	33,964 -20,184	-37%	-$1.45M	0.12%	142
2025 Q2	$3.79M	Buy	54,148 +172	+0.3%	+$11.3K	0.21%	102
2025 Q1	$3.49M	Buy	+53,976	New	+$3.62M	0.14%	123

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

Integrity Alliance's VO Position: Q2 2026 in Review

Integrity Alliance increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6% in Q2 2026, buying an estimated $465K and bringing the position to 105,737 shares worth $8.52M. The position accounts for 0.27% of the portfolio, ranked #85.

Integrity Alliance first reported a position in VO in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.9M in Q4 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Integrity Alliance held 105,737 shares of Vanguard Morningstar Mid-Cap ETF worth $8.52M as of Q2 2026.
Integrity Alliance bought 6,001 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $465K.
Vanguard Morningstar Mid-Cap ETF made up 0.27% of Integrity Alliance's portfolio in Q2 2026, its #85 holding.
Integrity Alliance first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Integrity Alliance's Vanguard Morningstar Mid-Cap ETF position peaked at $11.9M in Q4 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.