Investment Partners Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Investment Partners Asset 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	$409K	Sell	5,081 -3	-0.1%	-$233	0.23%	118
2026 Q1	$365K	Hold	5,084	–	–	0.23%	118
2025 Q4	$369K	Sell	5,084 -1,032	-17%	-$75.1K	0.23%	118
2025 Q3	$449K	Hold	6,116	–	–	0.3%	104
2025 Q2	$428K	Hold	6,116	–	–	0.3%	103
2025 Q1	$395K	Buy	6,116 +28	+0.5%	+$1.88K	0.31%	99
2024 Q4	$402K	Sell	6,088 -408	-6%	-$27.7K	0.32%	96
2024 Q3	$428K	Hold	6,496	–	–	0.35%	90
2024 Q2	$393K	Hold	6,496	–	–	0.35%	87
2024 Q1	$406K	Hold	6,496	–	–	0.37%	83
2023 Q4	$378K	Buy	+6,496	New	+$347K	0.38%	81

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Investment Partners Asset Management's VO Position: Q2 2026 in Review

Investment Partners Asset Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.06% in Q2 2026, selling an estimated $233 and leaving 5,081 shares worth $409K. The position accounts for 0.23% of the portfolio, ranked #118.

Investment Partners Asset Management first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $449K in Q3 2025. 968 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Investment Partners Asset Management held 5,081 shares of Vanguard Mid-Cap ETF worth $409K as of Q2 2026.
Investment Partners Asset Management sold 3 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $233.
Vanguard Mid-Cap ETF made up 0.23% of Investment Partners Asset Management's portfolio in Q2 2026, its #118 holding.
Investment Partners Asset Management first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Investment Partners Asset Management's Vanguard Mid-Cap ETF position peaked at $449K in Q3 2025.
968 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.