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Intrua Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Intrua Financial’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 		$1.87M Sell
23,257
-903
-4% -$70K 0.17% 103
2026
Q1 		$1.73M Sell
24,160
-2,964
-11% -$220K 0.18% 105
2025
Q4 		$1.97M Sell
27,124
-744
-3% -$54.1K 0.21% 89
2025
Q3 		$2.05M Buy
+27,868
New +$2M 0.22% 84
2025
Q1 		– Sell
-3,472
Closed -$229K – 402
2024
Q4 		$229K Sell
3,472
-52
-1% -$3.53K 0.04% 326
2024
Q3 		$233K Sell
3,524
-464
-12% -$29.1K 0.03% 341
2024
Q2 		$241K Sell
3,988
-120
-3% -$7.29K 0.04% 343
2024
Q1 		$257K Sell
4,108
-468
-10% -$27.7K 0.04% 349
2023
Q4 		$266K Sell
4,576
-868
-16% -$46.4K 0.04% 338
2023
Q3 		$283K Sell
5,444
-348
-6% -$19.1K 0.05% 278
2023
Q2 		$319K Sell
5,792
-704
-11% -$36.9K 0.05% 269
2023
Q1 		$334K Buy
6,496
+1,352
+26% +$71.9K 0.07% 237
2022
Q4 		$269K Sell
5,144
-960
-16% -$48.9K 0.06% 265
2022
Q3 		$287K Buy
6,104
+48
+0.8% +$2.51K 0.08% 236
2022
Q2 		$298K Buy
6,056
+724
+14% +$39.1K 0.06% 285
2022
Q1 		$317K Buy
5,332
+900
+20% +$52.8K 0.06% 291
2021
Q4 		$282K Buy
4,432
+24
+0.5% +$1.5K 0.05% 306
2021
Q3 		$274K Buy
4,408
+524
+13% +$31.7K 0.05% 303
2021
Q2 		$237K Buy
3,884
+12
+0.3% +$695 0.06% 262
2021
Q1 		$226K Buy
+3,872
New +$210K 0.06% 266

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 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
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
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Intrua Financial's VO Position: Q2 2026 in Review

Intrua Financial reduced its Vanguard Mid-Cap ETF (VO) stake by 3.7% in Q2 2026, selling an estimated $70K and leaving 23,257 shares worth $1.87M. The position accounts for 0.17% of the portfolio, ranked #103.

Intrua Financial first reported a position in VO in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.05M in Q3 2025. 1,092 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Intrua Financial held 23,257 shares of Vanguard Mid-Cap ETF worth $1.87M as of Q2 2026.
  • Intrua Financial sold 903 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $70K.
  • Vanguard Mid-Cap ETF made up 0.17% of Intrua Financial's portfolio in Q2 2026, its #103 holding.
  • Intrua Financial first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • Intrua Financial's Vanguard Mid-Cap ETF position peaked at $2.05M in Q3 2025.
  • 1,092 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.