Ipsen Advisor Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Ipsen Advisor 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 Q1	$366K	Sell	5,104 -40	-0.8%	-$2.97K	0.26%	90
2025 Q4	$373K	Sell	5,144 -208	-4%	-$15.1K	0.27%	88
2025 Q3	$393K	Sell	5,352 -140	-3%	-$10.1K	0.28%	83
2025 Q2	$384K	Buy	5,492 +28	+0.5%	+$1.84K	0.29%	82
2025 Q1	$353K	Buy	5,464 +24	+0.4%	+$1.61K	0.3%	78
2024 Q4	$359K	Buy	+5,440	New	+$369K	0.31%	76
2022 Q4	$484K	Buy	+9,508	New	+$484K	0.56%	42

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ipsen Advisor Group's VO Position: Q1 2026 in Review

Ipsen Advisor Group reduced its Vanguard Mid-Cap ETF (VO) stake by 0.78% in Q1 2026, selling an estimated $2.97K and leaving 5,104 shares worth $366K. The position accounts for 0.26% of the portfolio, ranked #90.

Ipsen Advisor Group first reported a position in VO in Q4 2022 and has held it in 7 quarters since. The position peaked at $484K in Q4 2022. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Ipsen Advisor Group held 5,104 shares of Vanguard Mid-Cap ETF worth $366K as of Q1 2026.
Ipsen Advisor Group sold 40 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $2.97K.
Vanguard Mid-Cap ETF made up 0.26% of Ipsen Advisor Group's portfolio in Q1 2026, its #90 holding.
Ipsen Advisor Group first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 7 quarters since.
Ipsen Advisor Group's Vanguard Mid-Cap ETF position peaked at $484K in Q4 2022.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.