Intelligent Financial Strategies’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Intelligent Financial Strategies’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	$161K	Buy	1,997 +5	+0.3%	+$388	0.08%	40
2026 Q1	$143K	Buy	1,992 +4	+0.2%	+$297	0.07%	40
2025 Q4	$144K	Buy	1,988 +8	+0.4%	+$582	0.07%	42
2025 Q3	$146K	Buy	1,980 +8	+0.4%	+$575	0.07%	40
2025 Q2	$139K	Sell	1,972 -60	-3%	-$3.94K	0.07%	40
2025 Q1	$131K	Buy	2,032 +64	+3%	+$4.29K	0.07%	40
2024 Q4	$130K	Buy	1,968 +8	+0.4%	+$543	0.07%	40
2024 Q3	$129K	Buy	1,960 +12	+0.6%	+$753	0.07%	41
2024 Q2	$118K	Hold	1,948	–	–	0.07%	41
2024 Q1	$122K	Buy	1,948 +8	+0.4%	+$473	0.08%	43
2023 Q4	$113K	Buy	1,940 +8	+0.4%	+$427	0.08%	43
2023 Q3	$101K	Buy	1,932 +4	+0.2%	+$219	0.07%	47
2023 Q2	$106K	Buy	1,928 +8	+0.4%	+$419	0.08%	47
2023 Q1	$101K	Buy	1,920 +4	+0.2%	+$213	0.08%	49
2022 Q4	$97.5K	Buy	1,916 +672	+54%	+$34.2K	0.08%	54
2022 Q3	$58K	Hold	1,244	–	–	0.06%	54
2022 Q2	$61K	Hold	1,244	–	–	0.06%	56
2022 Q1	$74K	Hold	1,244	–	–	0.07%	59
2021 Q4	$79K	Buy	+1,244	New	+$78K	0.07%	61

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 22.9% 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

Intelligent Financial Strategies's VO Position: Q2 2026 in Review

Intelligent Financial Strategies increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.25% in Q2 2026, buying an estimated $388 and bringing the position to 1,997 shares worth $161K. The position accounts for 0.08% of the portfolio, ranked #40.

Intelligent Financial Strategies first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Intelligent Financial Strategies held 1,997 shares of Vanguard Morningstar Mid-Cap ETF worth $161K as of Q2 2026.
Intelligent Financial Strategies bought 5 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $388.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of Intelligent Financial Strategies's portfolio in Q2 2026, its #40 holding.
Intelligent Financial Strategies first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.