Intelligence Driven Advisers’s Vanguard Morningstar 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 Q2	$431K	Sell	5,344 -208	-4%	-$16.1K	0.07%	85
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

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

Intelligence Driven Advisers's VO Position: Q2 2026 in Review

Intelligence Driven Advisers reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.7% in Q2 2026, selling an estimated $16.1K and leaving 5,344 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #85.

Intelligence Driven Advisers first reported a position in VO in Q1 2020 and has held it in 21 quarters since. The position peaked at $3.31M in Q1 2021. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Intelligence Driven Advisers held 5,344 shares of Vanguard Morningstar Mid-Cap ETF worth $431K as of Q2 2026.
Intelligence Driven Advisers sold 208 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $16.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Intelligence Driven Advisers's portfolio in Q2 2026, its #85 holding.
Intelligence Driven Advisers first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 21 quarters since.
Intelligence Driven Advisers's Vanguard Morningstar Mid-Cap ETF position peaked at $3.31M in Q1 2021.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.