CPL
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Capital & Planning LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Capital & 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
Q2 		– Sell
-48
Closed -$3.45K – 157
2026
Q1 		$3.45K Buy
+48
New +$3.57K ﹤0.01% 133
2025
Q1 		– Sell
-48
Closed -$3.17K – 176
2024
Q4 		$3.17K Buy
+48
New +$3.26K ﹤0.01% 145

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Capital & Planning LLC's VO Position: Q2 2026 in Review

Capital & Planning LLC sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 48 shares — an estimated $3.45K sold.

Capital & Planning LLC first reported a position in VO in Q4 2024 and held it in 2 quarters. The position peaked at $3.45K in Q1 2026. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Capital & Planning LLC reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 48 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.45K.
  • Capital & Planning LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $3.45K in Q1 2026.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.