Intrepid Financial Planning Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Intrepid Financial Planning Group’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 Q1	$264K	Hold	3,680	–	–	0.11%	106
2025 Q4	$267K	Buy	3,680 +520	+16%	+$37.8K	0.1%	102
2025 Q3	$232K	Hold	3,160	–	–	0.09%	109
2025 Q2	$221K	Hold	3,160	–	–	0.09%	112
2025 Q1	$204K	Sell	3,160 -780	-20%	-$52.3K	0.09%	109
2024 Q4	$260K	Hold	3,940	–	–	0.11%	103
2024 Q3	$260K	Sell	3,940 -1,284	-25%	-$80.6K	0.11%	103
2024 Q2	$316K	Hold	5,224	–	–	0.14%	94
2024 Q1	$326K	Sell	5,224 -196	-4%	-$11.6K	0.14%	94
2023 Q4	$315K	Sell	5,420 -760	-12%	-$40.6K	0.15%	89
2023 Q3	$322K	Sell	6,180 -200	-3%	-$11K	0.17%	80
2023 Q2	$351K	Buy	6,380 +880	+16%	+$46.1K	0.17%	79
2023 Q1	$290K	Sell	5,500 -460	-8%	-$24.5K	0.15%	86
2022 Q4	$304K	Hold	5,960	–	–	0.17%	81
2022 Q3	$280K	Hold	5,960	–	–	0.16%	74
2022 Q2	$293K	Buy	+5,960	New	+$322K	0.16%	73

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Intrepid Financial Planning Group's VO Position: Q1 2026 in Review

Intrepid Financial Planning Group held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 3,680 shares worth $264K. The position accounts for 0.11% of the portfolio, ranked #106.

Intrepid Financial Planning Group first reported a position in VO in Q2 2022 and has held it in 16 quarters since. The position peaked at $351K in Q2 2023. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Intrepid Financial Planning Group held 3,680 shares of Vanguard Mid-Cap ETF worth $264K as of Q1 2026.
Intrepid Financial Planning Group left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.11% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #106 holding.
Intrepid Financial Planning Group first reported a position in Vanguard Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
Intrepid Financial Planning Group's Vanguard Mid-Cap ETF position peaked at $351K in Q2 2023.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.