BankPlus Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

BankPlus Wealth Management’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	$3.19M	Buy	40,635 +9,317	+30%	+$758K	1.39%	17
2026 Q2	$2.52M	Buy	31,318 +4,806	+18%	+$373K	1.14%	17
2026 Q1	$1.91M	Buy	26,512 +5,044	+23%	+$375K	0.98%	19
2025 Q4	$1.56M	Buy	21,468 +2,188	+11%	+$159K	0.86%	21
2025 Q3	$1.42M	Buy	19,280 +5,472	+40%	+$393K	0.83%	21
2025 Q2	$966K	Buy	13,808 +3,188	+30%	+$209K	0.64%	26
2025 Q1	$687K	Buy	10,620 +6,232	+142%	+$418K	0.5%	37
2024 Q4	$289K	Buy	+4,388	New	+$298K	0.22%	87

Other funds holding VO

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

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

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

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

BankPlus Wealth Management's VO Position: Q3 2026 in Review

BankPlus Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 30% in Q3 2026, buying an estimated $758K and bringing the position to 40,635 shares worth $3.19M. The position accounts for 1.39% of the portfolio, ranked #17.

BankPlus Wealth Management first reported a position in VO in Q4 2024 and has held it in 8 quarters since. 1,651 funds tracked by Wall St. Rank hold VO as of Q3 2026.

BankPlus Wealth Management held 40,635 shares of Vanguard Morningstar Mid-Cap ETF worth $3.19M as of Q3 2026.
BankPlus Wealth Management bought 9,317 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $758K.
Vanguard Morningstar Mid-Cap ETF made up 1.39% of BankPlus Wealth Management's portfolio in Q3 2026, its #17 holding.
BankPlus Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
1,651 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.