Intrepid Financial Planning Group’s Vanguard Morningstar 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 Q2	$312K	Buy	3,876 +196	+5%	+$15.2K	0.11%	104
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

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 22.96% 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

Intrepid Financial Planning Group's VO Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.3% in Q2 2026, buying an estimated $15.2K and bringing the position to 3,876 shares worth $312K. The position accounts for 0.11% of the portfolio, ranked #104.

Intrepid Financial Planning Group first reported a position in VO in Q2 2022 and has held it in 17 quarters since. The position peaked at $351K in Q2 2023. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Intrepid Financial Planning Group held 3,876 shares of Vanguard Morningstar Mid-Cap ETF worth $312K as of Q2 2026.
Intrepid Financial Planning Group bought 196 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $15.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #104 holding.
Intrepid Financial Planning Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Intrepid Financial Planning Group's Vanguard Morningstar Mid-Cap ETF position peaked at $351K in Q2 2023.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.