Intergy Private Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Intergy Private Wealth’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	$3.87M	Buy	49,337 +2,242	+5%	+$182K	0.87%	24
2026 Q2	$3.79M	Buy	47,095 +5,475	+13%	+$424K	0.88%	24
2026 Q1	$2.99M	Buy	41,620 +1,372	+3%	+$102K	0.88%	24
2025 Q4	$2.92M	Buy	40,248 +452	+1%	+$32.9K	0.88%	23
2025 Q3	$2.92M	Buy	39,796 +1,908	+5%	+$137K	0.91%	23
2025 Q2	$2.65M	Buy	37,888 +2,804	+8%	+$184K	0.9%	24
2025 Q1	$2.27M	Buy	35,084 +2,736	+8%	+$184K	0.86%	25
2024 Q4	$2.14M	Buy	32,348 +740	+2%	+$50.2K	0.8%	25
2024 Q3	$2.08M	Buy	31,608 +920	+3%	+$57.8K	0.79%	25
2024 Q2	$1.86M	Buy	30,688 +232	+0.8%	+$14.1K	0.77%	25
2024 Q1	$1.9M	Buy	30,456 +904	+3%	+$53.4K	0.78%	25
2023 Q4	$1.72M	Buy	29,552 +1,116	+4%	+$59.6K	0.74%	27
2023 Q3	$1.48M	Buy	28,436 +16	+0.1%	+$877	0.74%	26
2023 Q2	$1.56M	Buy	28,420 +2,068	+8%	+$108K	0.77%	30
2023 Q1	$1.39M	Buy	26,352 +1,592	+6%	+$84.7K	0.78%	28
2022 Q4	$1.26M	Buy	24,760 +1,828	+8%	+$93.1K	0.79%	27
2022 Q3	$1.08M	Buy	22,932 +3,104	+16%	+$162K	0.76%	29
2022 Q2	$976K	Buy	19,828 +3,512	+22%	+$190K	0.77%	23
2022 Q1	$970K	Buy	16,316 +7,388	+83%	+$433K	0.68%	26
2021 Q4	$569K	Buy	+8,928	New	+$560K	0.44%	36

Other funds holding VO

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

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

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

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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

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

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Intergy Private Wealth's VO Position: Q3 2026 in Review

Intergy Private Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.8% in Q3 2026, buying an estimated $182K and bringing the position to 49,337 shares worth $3.87M. The position accounts for 0.87% of the portfolio, ranked #24.

Intergy Private Wealth first reported a position in VO in Q4 2021 and has held it in 20 quarters since. 595 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Intergy Private Wealth held 49,337 shares of Vanguard Morningstar Mid-Cap ETF worth $3.87M as of Q3 2026.
Intergy Private Wealth bought 2,242 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $182K.
Vanguard Morningstar Mid-Cap ETF made up 0.87% of Intergy Private Wealth's portfolio in Q3 2026, its #24 holding.
Intergy Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
595 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.