Iron Horse Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Iron Horse Wealth Management’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
2025 Q2	$15.8M	Buy	226,560 +5,404	+2%	+$355K	4.68%	8
2025 Q1	$14.3M	Buy	221,156 +9,116	+4%	+$612K	4.59%	11
2024 Q4	$14M	Buy	212,040 +6,284	+3%	+$427K	4.7%	11
2024 Q3	$13.6M	Buy	205,756 +9,236	+5%	+$580K	4.64%	11
2024 Q2	$11.9M	Buy	196,520 +5,732	+3%	+$348K	4.54%	11
2024 Q1	$11.9M	Buy	190,788 +7,676	+4%	+$454K	4.71%	11
2023 Q4	$10.6M	Buy	183,112 +6,960	+4%	+$372K	4.66%	11
2023 Q3	$9.17M	Buy	176,152 +6,648	+4%	+$365K	4.5%	11
2023 Q2	$9.33M	Buy	169,504 +5,788	+4%	+$303K	4.58%	11
2023 Q1	$8.63M	Buy	163,716 +7,652	+5%	+$407K	4.31%	10
2022 Q4	$7.95M	Buy	156,064 +91,368	+141%	+$4.65M	4.29%	10
2022 Q3	$3.04M	Sell	64,696 -84,296	-57%	-$4.41M	4.39%	10
2022 Q2	$7.34M	Buy	148,992 +15,868	+12%	+$857K	4.18%	10
2022 Q1	$7.92M	Buy	133,124 +11,408	+9%	+$669K	4.34%	9
2021 Q4	$7.75M	Buy	121,716 +1,108	+0.9%	+$69.5K	4.35%	10
2021 Q3	$7.14M	Buy	120,608 +8,232	+7%	+$497K	4.43%	9
2021 Q2	$6.67M	Buy	112,376 +9,504	+9%	+$551K	4.4%	9
2021 Q1	$5.69M	Buy	102,872 +5,032	+5%	+$273K	4.26%	9
2020 Q4	$5.06M	Buy	+97,840	New	+$4.74M	4.05%	9

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Iron Horse Wealth Management's VO Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.4% in Q2 2025, buying an estimated $355K and bringing the position to 226,560 shares worth $15.8M. The position accounts for 4.68% of the portfolio, ranked #8.

Iron Horse Wealth Management first reported a position in VO in Q4 2020 and has held it in 19 quarters since. 2,172 funds tracked by Wall St. Rank hold VO as of Q2 2025.

Iron Horse Wealth Management held 226,560 shares of Vanguard Morningstar Mid-Cap ETF worth $15.8M as of Q2 2025.
Iron Horse Wealth Management bought 5,404 Vanguard Morningstar Mid-Cap ETF shares in Q2 2025, an estimated $355K.
Vanguard Morningstar Mid-Cap ETF made up 4.68% of Iron Horse Wealth Management's portfolio in Q2 2025, its #8 holding.
Iron Horse Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 19 quarters since.
2,172 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.