Abacus Planning Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Abacus Planning Group’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	$313K	Buy	3,880 +560	+17%	+$43.4K	0.04%	201
2026 Q1	$238K	Hold	3,320	–	–	0.03%	228
2025 Q4	$241K	Hold	3,320	–	–	0.03%	226
2025 Q3	$244K	Hold	3,320	–	–	0.03%	217
2025 Q2	$232K	Buy	3,320 +24	+0.7%	+$1.57K	0.03%	212
2025 Q1	$213K	Hold	3,296	–	–	0.04%	201
2024 Q4	$218K	Hold	3,296	–	–	0.04%	200
2024 Q3	$217K	Buy	+3,296	New	+$207K	0.04%	197
2024 Q2	–	Sell	-3,296	Closed	-$206K	–	225
2024 Q1	$206K	Buy	+3,296	New	+$195K	0.04%	190
2023 Q4	–	Sell	-4,136	Closed	-$215K	–	210
2023 Q3	$215K	Hold	4,136	–	–	0.05%	166
2023 Q2	$228K	Hold	4,136	–	–	0.06%	163
2023 Q1	$218K	Hold	4,136	–	–	0.06%	167
2022 Q4	$211K	Buy	+4,136	New	+$211K	0.06%	161
2022 Q3	–	Sell	-4,136	Closed	-$204K	–	199
2022 Q2	$204K	Sell	4,136 -588	-12%	-$31.8K	0.06%	173
2022 Q1	$281K	Sell	4,724 -2,248	-32%	-$132K	0.08%	161
2021 Q4	$444K	Hold	6,972	–	–	0.12%	123
2021 Q3	$413K	Sell	6,972 -528	-7%	-$31.9K	0.13%	115
2021 Q2	$445K	Buy	7,500 +1,956	+35%	+$113K	0.14%	111
2021 Q1	$307K	Hold	5,544	–	–	0.1%	135
2020 Q4	$287K	Hold	5,544	–	–	0.09%	136
2020 Q3	$244K	Hold	5,544	–	–	0.09%	132
2020 Q2	$227K	Buy	+5,544	New	+$212K	0.09%	135
2020 Q1	–	Sell	-5,544	Closed	-$247K	–	188
2019 Q4	$247K	Hold	5,544	–	–	0.11%	139
2019 Q3	$232K	Sell	5,544 -3,060	-36%	-$128K	0.12%	143
2019 Q2	$360K	Buy	8,604 +3,060	+55%	+$125K	0.22%	99
2019 Q1	$223K	Buy	+5,544	New	+$213K	0.14%	133
2018 Q4	–	Sell	-5,544	Closed	-$227K	–	154
2018 Q3	$227K	Hold	5,544	–	–	0.15%	132
2018 Q2	$218K	Hold	5,544	–	–	0.16%	132
2018 Q1	$214K	Buy	+5,544	New	+$218K	0.17%	121

Other funds holding VO

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

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Abacus Planning Group's VO Position: Q2 2026 in Review

Abacus Planning Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 17% in Q2 2026, buying an estimated $43.4K and bringing the position to 3,880 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #201.

Abacus Planning Group first reported a position in VO in Q1 2018 and has held it in 29 quarters since. The position peaked at $445K in Q2 2021. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Abacus Planning Group held 3,880 shares of Vanguard Morningstar Mid-Cap ETF worth $313K as of Q2 2026.
Abacus Planning Group bought 560 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $43.4K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Abacus Planning Group's portfolio in Q2 2026, its #201 holding.
Abacus Planning Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and has held it in 29 quarters since.
Abacus Planning Group's Vanguard Morningstar Mid-Cap ETF position peaked at $445K in Q2 2021.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.