Avantax Planning Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Avantax Planning Partners’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	$753K	Sell	9,352 -1,416	-13%	-$110K	0.02%	229
2026 Q1	$773K	Buy	10,768 +1,120	+12%	+$83.2K	0.02%	223
2025 Q4	$700K	Sell	9,648 -100	-1%	-$7.27K	0.02%	225
2025 Q3	$716K	Sell	9,748 -160	-2%	-$11.5K	0.02%	227
2025 Q2	$693K	Buy	9,908 +4	+0%	+$263	0.02%	227
2025 Q1	$640K	Buy	9,904 +104	+1%	+$6.98K	0.02%	223
2024 Q4	$647K	Sell	9,800 -864	-8%	-$58.7K	0.02%	222
2024 Q3	$703K	Buy	10,664 +128	+1%	+$8.04K	0.03%	207
2024 Q2	$638K	Buy	10,536 +2,036	+24%	+$124K	0.02%	252
2024 Q1	$531K	Buy	8,500 +1,348	+19%	+$79.7K	0.02%	286
2023 Q4	$416K	Buy	+7,152	New	+$382K	0.02%	257

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

Avantax Planning Partners's VO Position: Q2 2026 in Review

Avantax Planning Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 13% in Q2 2026, selling an estimated $110K and leaving 9,352 shares worth $753K. The position accounts for 0.02% of the portfolio, ranked #229.

Avantax Planning Partners first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $773K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Avantax Planning Partners held 9,352 shares of Vanguard Morningstar Mid-Cap ETF worth $753K as of Q2 2026.
Avantax Planning Partners sold 1,416 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $110K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #229 holding.
Avantax Planning Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Avantax Planning Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $773K in Q1 2026.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.