Investors Asset Management of Georgia’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.09M Buy
13,535
+2,191
+19% +$170K 0.38% 74
2026
Q1
$814K Buy
11,344
+1,812
+19% +$135K 0.33% 77
2025
Q4
$692K Buy
9,532
+1,100
+13% +$80K 0.29% 88
2025
Q3
$619K Buy
8,432
+1,900
+29% +$136K 0.26% 93
2025
Q2
$457K Buy
6,532
+2,296
+54% +$151K 0.21% 100
2025
Q1
$274K Buy
4,236
+528
+14% +$35.4K 0.14% 133
2024
Q4
$245K Buy
3,708
+252
+7% +$17.1K 0.12% 139
2024
Q3
$228K Buy
+3,456
New +$217K 0.11% 148

Other funds holding VO

Investors Asset Management of Georgia's VO Position: Q2 2026 in Review

Investors Asset Management of Georgia increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 19% in Q2 2026, buying an estimated $170K and bringing the position to 13,535 shares worth $1.09M. The position accounts for 0.38% of the portfolio, ranked #74.

Investors Asset Management of Georgia first reported a position in VO in Q3 2024 and has held it in 8 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Investors Asset Management of Georgia held 13,535 shares of Vanguard Morningstar Mid-Cap ETF worth $1.09M as of Q2 2026.
  • Investors Asset Management of Georgia bought 2,191 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $170K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.38% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #74 holding.
  • Investors Asset Management of Georgia first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.