Ironwood Wealth Management (Arizona)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Ironwood Wealth Management (Arizona)’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	$345K	Hold	4,276	–	–	0.08%	36
2026 Q1	$307K	Sell	4,276 -204	-5%	-$15.2K	0.09%	32
2025 Q4	$325K	Sell	4,480 -8	-0.2%	-$582	0.1%	30
2025 Q3	$330K	Buy	4,488 +16	+0.4%	+$1.15K	0.11%	30
2025 Q2	$313K	Sell	4,472 -276	-6%	-$18.1K	0.11%	29
2025 Q1	$307K	Buy	4,748 +296	+7%	+$19.9K	0.09%	30
2024 Q4	$294K	Buy	4,452 +156	+4%	+$10.6K	0.09%	32
2024 Q3	$283K	Hold	4,296	–	–	0.09%	33
2024 Q2	$260K	Hold	4,296	–	–	0.08%	34
2024 Q1	$268K	Buy	4,296 +8	+0.2%	+$473	0.09%	33
2023 Q4	$249K	Hold	4,288	–	–	0.08%	32
2023 Q3	$223K	Hold	4,288	–	–	0.09%	34
2023 Q2	$236K	Sell	4,288 -52	-1%	-$2.73K	0.09%	32
2023 Q1	$229K	Buy	4,340 +28	+0.6%	+$1.49K	0.09%	33
2022 Q4	$220K	Sell	4,312 -196	-4%	-$9.98K	0.09%	34
2022 Q3	$222K	Hold	4,508	–	–	0.1%	31
2022 Q2	$222K	Sell	4,508 -400	-8%	-$21.6K	0.1%	31
2022 Q1	$292K	Hold	4,908	–	–	0.12%	29
2021 Q4	$313K	Hold	4,908	–	–	0.14%	26
2021 Q3	$291K	Hold	4,908	–	–	0.14%	26
2021 Q2	$292K	Hold	4,908	–	–	0.17%	27
2021 Q1	$272K	Sell	4,908 -1,560	-24%	-$84.7K	0.17%	26
2020 Q4	$334K	Hold	6,468	–	–	0.21%	26
2020 Q3	$265K	Hold	6,468	–	–	0.2%	23
2020 Q2	$265K	Sell	6,468 -916	-12%	-$35.1K	0.2%	23
2020 Q1	$243K	Sell	7,384 -964	-12%	-$39.9K	0.2%	28
2019 Q4	$372K	Hold	8,348	–	–	0.26%	29
2019 Q3	$350K	Hold	8,348	–	–	0.26%	30
2019 Q2	$349K	Hold	8,348	–	–	0.27%	26
2019 Q1	$335K	Buy	8,348 +2,352	+39%	+$90.5K	0.29%	29
2018 Q4	$207K	Hold	5,996	–	–	0.2%	29
2018 Q3	$246K	Hold	5,996	–	–	0.22%	25
2018 Q2	$236K	Buy	+5,996	New	+$235K	0.22%	26
2017 Q3	$220K	Buy	+5,996	New	+$216K	0.21%	29

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s VO Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 4,276 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #36.

Ironwood Wealth Management (Arizona) first reported a position in VO in Q3 2017 and has held it in 34 quarters since. The position peaked at $372K in Q4 2019. 1,254 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Ironwood Wealth Management (Arizona) held 4,276 shares of Vanguard Morningstar Mid-Cap ETF worth $345K as of Q2 2026.
Ironwood Wealth Management (Arizona) left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #36 holding.
Ironwood Wealth Management (Arizona) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2017 and has held it in 34 quarters since.
Ironwood Wealth Management (Arizona)'s Vanguard Morningstar Mid-Cap ETF position peaked at $372K in Q4 2019.
1,254 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.