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International Assets Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

International Assets Investment Management’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 		$1.12M Sell
13,989
-207
-1% -$16K 0.07% 262
2026
Q1 		$1.03M Sell
14,196
-612
-4% -$45.5K 0.07% 262
2025
Q4 		$1.07M Buy
14,808
+920
+7% +$66.9K 0.07% 240
2025
Q3 		$977K Hold
13,888
– – 0.08% 243
2025
Q2 		$971K Sell
13,888
-416
-3% -$27.3K 0.08% 242
2025
Q1 		$925K Buy
14,304
+1,156
+9% +$77.6K 0.08% 254
2024
Q4 		$867K Buy
+13,148
New +$893K 0.07% 261
2024
Q3 		– Sell
-13,348
Closed -$808K – 2623
2024
Q2 		$808K Buy
13,348
+2,692
+25% +$164K 0.08% 253
2024
Q1 		$661K Buy
10,656
+868
+9% +$51.3K 0.07% 297
2023
Q4 		$569K Buy
+9,788
New +$523K 0.07% 305
2021
Q4 		– Sell
-143,036
Closed -$6.17M – 588
2021
Q3 		$6.17M Sell
143,036
-77,896
-35% -$4.71M 1.1% 11
2021
Q2 		$10.7M Buy
+220,932
New +$12.8M 1.98% 5

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

International Assets Investment Management's VO Position: Q2 2026 in Review

International Assets Investment Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q2 2026, selling an estimated $16K and leaving 13,989 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #262.

International Assets Investment Management first reported a position in VO in Q2 2021 and has held it in 12 quarters since. The position peaked at $10.7M in Q2 2021. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • International Assets Investment Management held 13,989 shares of Vanguard Morningstar Mid-Cap ETF worth $1.12M as of Q2 2026.
  • International Assets Investment Management sold 207 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $16K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.07% of International Assets Investment Management's portfolio in Q2 2026, its #262 holding.
  • International Assets Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 12 quarters since.
  • International Assets Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $10.7M in Q2 2021.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.