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

Investment Research & 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	$5.48K	Hold	68	–	–	﹤0.01%	257
2026 Q1	$4.88K	Hold	68	–	–	﹤0.01%	224
2025 Q4	$4.93K	Hold	68	–	–	﹤0.01%	221
2025 Q3	$4.99K	Hold	68	–	–	﹤0.01%	206
2025 Q2	$4.76K	Buy	68 +12	+21%	+$788	﹤0.01%	195
2025 Q1	$3.62K	Hold	56	–	–	﹤0.01%	206
2024 Q4	$3.7K	Hold	56	–	–	﹤0.01%	179
2024 Q3	$3.69K	Hold	56	–	–	﹤0.01%	176
2024 Q2	$3.39K	Sell	56 -156	-74%	-$9.48K	﹤0.01%	177
2024 Q1	$13.2K	Hold	212	–	–	0.01%	145
2023 Q4	$12.3K	Hold	212	–	–	0.01%	141
2023 Q3	$11K	Buy	212 +8	+4%	+$439	0.01%	139
2023 Q2	$11.2K	Hold	204	–	–	0.01%	150
2023 Q1	$10.8K	Buy	204 +48	+31%	+$2.55K	0.01%	134
2022 Q4	$7.95K	Hold	156	–	–	0.01%	144
2022 Q3	$7K	Hold	156	–	–	0.01%	150
2022 Q2	$8K	Buy	156 +92	+144%	+$4.97K	0.01%	150
2022 Q1	$4K	Hold	64	–	–	﹤0.01%	179
2021 Q4	$4K	Buy	+64	New	+$4.01K	﹤0.01%	182

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 Research & Advisory Group's VO Position: Q2 2026 in Review

Investment Research & Advisory Group held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 68 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Investment Research & Advisory Group first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.2K in Q1 2024. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Investment Research & Advisory Group held 68 shares of Vanguard Morningstar Mid-Cap ETF worth $5.48K as of Q2 2026.
Investment Research & Advisory Group left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #257 holding.
Investment Research & Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Investment Research & Advisory Group's Vanguard Morningstar Mid-Cap ETF position peaked at $13.2K in Q1 2024.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.