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 Q3	$419K	Hold	5,344	–	–	0.07%	82
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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Intelligence Driven Advisers's VO Position: Q3 2026 in Review

Intelligence Driven Advisers held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 5,344 shares worth $419K. The position accounts for 0.07% of the portfolio, ranked #82.

Intelligence Driven Advisers first reported a position in VO in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.31M in Q1 2021. 162 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Intelligence Driven Advisers held 5,344 shares of Vanguard Morningstar Mid-Cap ETF worth $419K as of Q3 2026.
Intelligence Driven Advisers left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Intelligence Driven Advisers's portfolio in Q3 2026, its #82 holding.
Intelligence Driven Advisers first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 22 quarters since.
Intelligence Driven Advisers's Vanguard Morningstar Mid-Cap ETF position peaked at $3.31M in Q1 2021.
162 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.