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Interactive Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Interactive Financial Advisors’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 		$1.95M Buy
23,965
+409
+2% +$31.7K 1.19% 21
2026
Q1 		$1.69M Buy
23,556
+768
+3% +$57.1K 1.11% 22
2025
Q4 		$1.65M Sell
22,788
-5,636
-20% -$410K 1.07% 23
2025
Q3 		$2.09M Sell
28,424
-452
-2% -$32.5K 1.13% 25
2025
Q2 		$2.02M Sell
28,876
-4,836
-14% -$317K 0.98% 27
2025
Q1 		$2.18M Sell
33,712
-160
-0.5% -$10.7K 1.15% 25
2024
Q4 		$2.24M Buy
33,872
+1,736
+5% +$118K 1.17% 25
2024
Q3 		$2.12M Buy
32,136
+1,532
+5% +$96.2K 1.09% 26
2024
Q2 		$1.85M Buy
30,604
+1,480
+5% +$89.9K 1.02% 26
2024
Q1 		$1.82M Sell
29,124
-6,992
-19% -$413K 1.01% 25
2023
Q4 		$664K Buy
36,116
+22,612
+167% +$1.21M 0.36% 42
2023
Q3 		$703K Sell
13,504
-15,880
-54% -$871K 0.47% 36
2023
Q2 		$1.62M Buy
29,384
+1,744
+6% +$91.4K 1.1% 28
2023
Q1 		$1.46M Sell
27,640
-2,920
-10% -$155K 0.93% 28
2022
Q4 		$1.56M Buy
30,560
+4,712
+18% +$240K 0.93% 27
2022
Q3 		$1.22M Buy
+25,848
New +$1.35M 0.71% 32

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Interactive Financial Advisors's VO Position: Q2 2026 in Review

Interactive Financial Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.7% in Q2 2026, buying an estimated $31.7K and bringing the position to 23,965 shares worth $1.95M. The position accounts for 1.19% of the portfolio, ranked #21.

Interactive Financial Advisors first reported a position in VO in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.24M in Q4 2024. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Interactive Financial Advisors held 23,965 shares of Vanguard Morningstar Mid-Cap ETF worth $1.95M as of Q2 2026.
  • Interactive Financial Advisors bought 409 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $31.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.19% of Interactive Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Interactive Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • Interactive Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.24M in Q4 2024.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.