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

Ironwood Financial’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 		$2.52M Buy
31,165
+257
+0.8% +$19.9K 0.39% 56
2026
Q1 		$2.22M Buy
30,908
+1,032
+3% +$76.7K 0.39% 57
2025
Q4 		$2.23M Buy
29,876
+1,968
+7% +$143K 0.38% 56
2025
Q3 		$2.05M Buy
27,908
+416
+2% +$29.9K 0.36% 55
2025
Q2 		$1.78M Hold
27,492
– – 0.38% 54
2025
Q1 		$1.78M Sell
27,492
-436
-2% -$29.3K 0.38% 54
2024
Q4 		$1.84M Hold
27,928
– – 0.39% 52
2024
Q3 		$1.84M Sell
27,928
-136
-0.5% -$8.54K 0.39% 53
2024
Q2 		$1.7M Buy
28,064
+564
+2% +$34.3K 0.38% 52
2024
Q1 		$1.72M Buy
27,500
+416
+2% +$24.6K 0.4% 53
2023
Q4 		$1.58M Buy
27,084
+4,844
+22% +$259K 0.38% 56
2023
Q3 		$1.16M Buy
22,240
+5,188
+30% +$285K 0.31% 56
2023
Q2 		$939K Buy
17,052
+1,604
+10% +$84.1K 0.25% 63
2023
Q1 		$815K Buy
15,448
+2,780
+22% +$148K 0.23% 69
2022
Q4 		$645K Buy
12,668
+1,024
+9% +$52.2K 0.2% 77
2022
Q3 		$547K Buy
11,644
+3,152
+37% +$165K 0.18% 72
2022
Q2 		$418K Buy
8,492
+2,444
+40% +$132K 0.13% 84
2022
Q1 		$360K Sell
6,048
-200
-3% -$11.7K 0.1% 93
2021
Q4 		$398K Buy
6,248
+896
+17% +$56.2K 0.11% 93
2021
Q3 		$317K Hold
5,352
– – 0.09% 95
2021
Q2 		$318K Buy
5,352
+728
+16% +$42.2K 0.1% 93
2021
Q1 		$256K Sell
4,624
-80
-2% -$4.34K 0.08% 96
2020
Q4 		$243K Sell
4,704
-1,280
-21% -$62K 0.09% 92
2020
Q3 		$264K Sell
5,984
-640
-10% -$27.9K 0.13% 53
2020
Q2 		$271K Hold
6,624
– – 0.15% 50
2020
Q1 		$218K Sell
6,624
-10,172
-61% -$421K 0.15% 32
2019
Q4 		$748K Sell
16,796
-60
-0.4% -$2.58K 0.34% 31
2019
Q3 		$706K Buy
16,856
+3,740
+29% +$156K 0.34% 28
2019
Q2 		$548K Sell
13,116
-72
-0.5% -$2.95K 0.27% 35
2019
Q1 		$530K Sell
13,188
-384
-3% -$14.8K 0.27% 38
2018
Q4 		$469K Hold
13,572
– – 0.26% 36
2018
Q3 		$557K Buy
13,572
+208
+2% +$8.49K 0.3% 38
2018
Q2 		$527K Hold
13,364
– – 0.31% 33
2018
Q1 		$515K Sell
13,364
-52
-0.4% -$2.05K 0.56% 23
2017
Q4 		$519K Sell
13,416
-240
-2% -$9.06K 0.31% 33
2017
Q3 		$502K Sell
13,656
-96
-0.7% -$3.46K 0.31% 34
2017
Q2 		$490K Hold
13,752
– – 0.32% 31
2017
Q1 		$479K Sell
13,752
-204
-1% -$7.01K 0.32% 33
2016
Q4 		$459K Sell
13,956
-648
-4% -$21K 0.32% 34
2016
Q3 		$473K Hold
14,604
– – 0.34% 33
2016
Q2 		$451K Sell
14,604
-596
-4% -$18.2K 0.34% 32
2016
Q1 		$461K Buy
+15,200
New +$430K 0.36% 32
2015
Q3 		$634K Sell
21,748
-280
-1% -$8.73K 0.31% 42
2015
Q2 		$702K Buy
22,028
+1,276
+6% +$41.4K 0.33% 41
2015
Q1 		$688K Sell
20,752
-156
-0.7% -$4.9K 0.33% 43
2014
Q4 		$646K Buy
+20,908
New +$630K 0.36% 42

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ironwood Financial's VO Position: Q2 2026 in Review

Ironwood Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.83% in Q2 2026, buying an estimated $19.9K and bringing the position to 31,165 shares worth $2.52M. The position accounts for 0.39% of the portfolio, ranked #56.

Ironwood Financial first reported a position in VO in Q4 2014 and has held it in 46 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Ironwood Financial held 31,165 shares of Vanguard Morningstar Mid-Cap ETF worth $2.52M as of Q2 2026.
  • Ironwood Financial bought 257 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $19.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.39% of Ironwood Financial's portfolio in Q2 2026, its #56 holding.
  • Ironwood Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.