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IDA
Intelligence Driven Advisers’s
Vanguard Mid-Cap ETF
VO
Stock Holding History
Intelligence Driven Advisers’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
Q1
$399K
Hold
5,552
–
–
0.07%
74
2025
Q4
$403K
Buy
+5,552
New
+$404K
0.06%
82
2024
Q4
–
Sell
-5,856
Closed
-$386K
–
122
2024
Q3
$386K
Buy
5,856
+772
+15%
+$48.5K
0.06%
71
2024
Q2
$308K
Hold
5,084
–
–
0.04%
82
2024
Q1
$318K
Hold
5,084
–
–
0.05%
71
2023
Q4
$291K
Sell
5,084
-460
-8%
-$24.6K
0.05%
67
2023
Q3
$284K
Buy
5,544
+416
+8%
+$22.8K
0.05%
70
2023
Q2
$279K
Buy
5,128
+44
+0.9%
+$2.31K
0.05%
76
2023
Q1
$263K
Hold
5,084
–
–
0.05%
76
2022
Q4
$264K
Hold
5,084
–
–
0.05%
81
2022
Q3
$251K
Hold
5,084
–
–
0.05%
94
2022
Q2
$254K
Sell
5,084
-476
-9%
-$25.7K
0.05%
89
2022
Q1
$327K
Sell
5,560
-1,564
-22%
-$91.8K
0.06%
75
2021
Q4
$406K
Buy
+7,124
New
+$447K
0.07%
65
2021
Q3
–
Sell
-9,608
Closed
-$570K
–
91
2021
Q2
$570K
Sell
9,608
-50,152
-84%
-$2.91M
0.11%
56
2021
Q1
$3.31M
Sell
59,760
-1,036
-2%
-$56.2K
0.74%
26
2020
Q4
$3.14M
Sell
60,796
-1,036
-2%
-$50.2K
0.7%
29
2020
Q3
$2.73M
Buy
61,832
+31,044
+101%
+$1.35M
0.64%
24
2020
Q2
$1.26M
Sell
30,788
-420
-1%
-$16.1K
0.45%
40
2020
Q1
$1.03M
Buy
+31,208
New
+$1.29M
0.48%
40
Other funds holding VO
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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