Investment Advisory Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Investment Advisory 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	$1.7M	Buy	21,053 +5,217	+33%	+$404K	0.37%	62
2026 Q1	$1.14M	Buy	15,836 +1,912	+14%	+$142K	0.29%	73
2025 Q4	$1.01M	Buy	13,924 +1,884	+16%	+$137K	0.26%	74
2025 Q3	$884K	Buy	12,040 +1,416	+13%	+$102K	0.24%	80
2025 Q2	$743K	Buy	10,624 +3,136	+42%	+$206K	0.23%	86
2025 Q1	$484K	Buy	7,488 +252	+3%	+$16.9K	0.16%	100
2024 Q4	$478K	Buy	7,236 +56	+0.8%	+$3.8K	0.16%	101
2024 Q3	$473K	Buy	7,180 +60	+0.8%	+$3.77K	0.16%	101
2024 Q2	$431K	Hold	7,120	–	–	0.17%	98
2024 Q1	$445K	Buy	7,120 +764	+12%	+$45.1K	0.18%	91
2023 Q4	$370K	Buy	6,356 +1,048	+20%	+$56K	0.17%	97
2023 Q3	$276K	Buy	5,308 +636	+14%	+$34.9K	0.14%	104
2023 Q2	$257K	Buy	+4,672	New	+$245K	0.13%	115
2022 Q4	–	Sell	-4,344	Closed	-$204K	–	140
2022 Q3	$204K	Hold	4,344	–	–	0.14%	121
2022 Q2	$214K	Buy	+4,344	New	+$235K	0.15%	115

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

Investment Advisory Group's VO Position: Q2 2026 in Review

Investment Advisory Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 33% in Q2 2026, buying an estimated $404K and bringing the position to 21,053 shares worth $1.7M. The position accounts for 0.37% of the portfolio, ranked #62.

Investment Advisory Group first reported a position in VO in Q2 2022 and has held it in 15 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Investment Advisory Group held 21,053 shares of Vanguard Morningstar Mid-Cap ETF worth $1.7M as of Q2 2026.
Investment Advisory Group bought 5,217 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $404K.
Vanguard Morningstar Mid-Cap ETF made up 0.37% of Investment Advisory Group's portfolio in Q2 2026, its #62 holding.
Investment Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 15 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.