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Investment Planning Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Investment Planning Advisors’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
Q3 		$580K Buy
7,402
+17
+0.2% +$1.38K 0.13% 62
2026
Q2 		$595K Sell
7,385
-275
-4% -$21.3K 0.14% 62
2026
Q1 		$550K Buy
7,660
+244
+3% +$18.1K 0.15% 61
2025
Q4 		$538K Buy
7,416
+576
+8% +$41.9K 0.16% 57
2025
Q3 		$502K Buy
6,840
+712
+12% +$51.1K 0.16% 58
2025
Q2 		$429K Sell
6,128
-196
-3% -$12.9K 0.15% 52
2025
Q1 		$409K Buy
6,324
+568
+10% +$38.1K 0.17% 55
2024
Q4 		$380K Buy
5,756
+1,852
+47% +$126K 0.17% 51
2024
Q3 		$236K Hold
3,904
– – 0.12% 57
2024
Q2 		$236K Buy
+3,904
New +$237K 0.12% 57

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Investment Planning Advisors's VO Position: Q3 2026 in Review

Investment Planning Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.23% in Q3 2026, buying an estimated $1.38K and bringing the position to 7,402 shares worth $580K. The position accounts for 0.13% of the portfolio, ranked #62.

Investment Planning Advisors first reported a position in VO in Q2 2024 and has held it in 10 quarters since. The position peaked at $595K in Q2 2026. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Investment Planning Advisors held 7,402 shares of Vanguard Morningstar Mid-Cap ETF worth $580K as of Q3 2026.
  • Investment Planning Advisors bought 17 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.38K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.13% of Investment Planning Advisors's portfolio in Q3 2026, its #62 holding.
  • Investment Planning Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 10 quarters since.
  • Investment Planning Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $595K in Q2 2026.
  • 354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Investment Planning Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.