Superior Planning, LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Superior Planning, LLC’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 Q3	$28.5K	Buy	+364	New	+$29.6K	0.01%	560

Other funds holding VO

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Superior Planning, LLC's VO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026: 364 shares worth $28.5K. The stake represents 0.01% of the portfolio and ranks #560 among its holdings.

2,037 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Superior Planning, LLC held 364 shares of Vanguard Morningstar Mid-Cap ETF worth $28.5K as of Q3 2026.
Vanguard Morningstar Mid-Cap ETF was a new Superior Planning, LLC position in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #560 holding.
2,037 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.