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

Ironwood Investment Counsel’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 		$1.19M Sell
16,620
-1,300
-7% -$96.6K 0.17% 115
2025
Q4 		$1.3M Sell
17,920
-5,484
-23% -$399K 0.18% 106
2025
Q3 		$1.72M Sell
23,404
-1,648
-7% -$118K 0.25% 86
2025
Q2 		$1.75M Sell
25,052
-3,768
-13% -$247K 0.27% 81
2025
Q1 		$1.86M Buy
28,820
+10,876
+61% +$730K 0.32% 79
2024
Q4 		$1.19M Buy
17,944
+152
+0.9% +$10.3K 0.2% 108
2024
Q3 		$1.17M Sell
17,792
-132
-0.7% -$8.29K 0.2% 111
2024
Q2 		$1.09M Sell
17,924
-976
-5% -$59.3K 0.19% 110
2024
Q1 		$1.18M Buy
18,900
+688
+4% +$40.7K 0.21% 107
2023
Q4 		$1.06M Sell
18,212
-736
-4% -$39.3K 0.2% 111
2023
Q3 		$987K Buy
18,948
+13,652
+258% +$749K 0.21% 106
2023
Q2 		$291K Sell
5,296
-80
-1% -$4.19K 0.07% 171
2023
Q1 		$283K Sell
5,376
-20
-0.4% -$1.06K 0.07% 169
2022
Q4 		$275K Buy
5,396
+20
+0.4% +$1.02K 0.07% 173
2022
Q3 		$252K Hold
5,376
– – 0.07% 156
2022
Q2 		$264K Hold
5,376
– – 0.07% 159
2022
Q1 		$319K Buy
5,376
+12
+0.2% +$704 0.08% 158
2021
Q4 		$341K Buy
5,364
+12
+0.2% +$752 0.08% 153
2021
Q3 		$316K Buy
5,352
+8
+0.1% +$483 0.08% 152
2021
Q2 		$317K Buy
5,344
+8
+0.1% +$464 0.08% 156
2021
Q1 		$295K Buy
5,336
+12
+0.2% +$651 0.08% 158
2020
Q4 		$275K Buy
5,324
+12
+0.2% +$581 0.06% 176
2020
Q3 		$234K Buy
+5,312
New +$231K 0.06% 176
2018
Q1 		– Sell
-9,640
Closed -$373K – 143
2017
Q4 		$373K Sell
9,640
-8
-0.1% -$302 0.14% 109
2017
Q3 		$355K Sell
9,648
-452
-4% -$16.3K 0.14% 107
2017
Q2 		$351K Hold
10,100
– – 0.13% 119
2017
Q1 		$351K Sell
10,100
-3,672
-27% -$126K 0.15% 117
2016
Q4 		$453K Buy
+13,772
New +$446K 0.2% 95

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ironwood Investment Counsel's VO Position: Q1 2026 in Review

Ironwood Investment Counsel reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.3% in Q1 2026, selling an estimated $96.6K and leaving 16,620 shares worth $1.19M. The position accounts for 0.17% of the portfolio, ranked #115.

Ironwood Investment Counsel first reported a position in VO in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.86M in Q1 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Ironwood Investment Counsel held 16,620 shares of Vanguard Morningstar Mid-Cap ETF worth $1.19M as of Q1 2026.
  • Ironwood Investment Counsel sold 1,300 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $96.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.17% of Ironwood Investment Counsel's portfolio in Q1 2026, its #115 holding.
  • Ironwood Investment Counsel first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 28 quarters since.
  • Ironwood Investment Counsel's Vanguard Morningstar Mid-Cap ETF position peaked at $1.86M in Q1 2025.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.