INVST’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

INVST’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	$209K	Buy	+2,599	New	+$201K	0.02%	330
2026 Q1	–	Sell	-4,848	Closed	-$352K	–	391
2025 Q4	$352K	Buy	4,848 +1,796	+59%	+$131K	0.04%	256
2025 Q3	$224K	Buy	+3,052	New	+$219K	0.03%	283
2025 Q1	–	Sell	-3,524	Closed	-$233K	–	335
2024 Q4	$233K	Sell	3,524 -688	-16%	-$46.7K	0.03%	230
2024 Q3	$278K	Buy	4,212 +784	+23%	+$49.2K	0.03%	208
2024 Q2	$206K	Sell	3,428 -32	-0.9%	-$1.95K	0.02%	250
2024 Q1	$215K	Buy	+3,460	New	+$204K	0.03%	225

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

INVST's VO Position: Q2 2026 in Review

INVST opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,599 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #330 among its holdings. This is a return to the name: INVST previously reported a position in VO as recently as Q4 2025.

INVST first reported a position in VO in Q1 2024 and has held it in 7 quarters since. The position peaked at $352K in Q4 2025. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

INVST held 2,599 shares of Vanguard Morningstar Mid-Cap ETF worth $209K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new INVST position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of INVST's portfolio in Q2 2026, its #330 holding.
INVST first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 7 quarters since.
INVST's Vanguard Morningstar Mid-Cap ETF position peaked at $352K in Q4 2025.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.