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Investment Planning Advisors’s Vanguard 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
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

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
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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Investment Planning Advisors's VO Position: Q2 2026 in Review

Investment Planning Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 3.6% in Q2 2026, selling an estimated $21.3K and leaving 7,385 shares worth $595K. The position accounts for 0.14% of the portfolio, ranked #62.

Investment Planning Advisors first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 823 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Investment Planning Advisors held 7,385 shares of Vanguard Mid-Cap ETF worth $595K as of Q2 2026.
  • Investment Planning Advisors sold 275 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $21.3K.
  • Vanguard Mid-Cap ETF made up 0.14% of Investment Planning Advisors's portfolio in Q2 2026, its #62 holding.
  • Investment Planning Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 823 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.