Capital Planning’s Vanguard Mid-Cap ETF VO Stock Holding History

Capital Planning’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 Q1	$11.4M	Buy	159,424 +22,388	+16%	+$1.66M	3.72%	6
2025 Q4	$10M	Buy	137,036 +2,664	+2%	+$194K	2.81%	11
2025 Q3	$9.9M	Buy	134,372 +1,860	+1%	+$134K	2.88%	11
2025 Q2	$9.31M	Sell	132,512 -56,668	-30%	-$3.72M	2.92%	11
2025 Q1	$12.2M	Sell	189,180 -6,000	-3%	-$403K	3.42%	7
2024 Q4	$12.9M	Buy	195,180 +2,252	+1%	+$153K	3.38%	7
2024 Q3	$12.7M	Buy	192,928 +1,080	+0.6%	+$67.8K	3.57%	7
2024 Q2	$11.7M	Buy	191,848 +7,048	+4%	+$428K	3.49%	8
2024 Q1	$11.5M	Buy	184,800 +12,616	+7%	+$746K	3.77%	7
2023 Q4	$10M	Buy	172,184 +16,052	+10%	+$858K	3.56%	8
2023 Q3	$8.13M	Buy	156,132 +4,476	+3%	+$245K	3.2%	8
2023 Q2	$8.35M	Buy	151,656 +268	+0.2%	+$14.1K	3.26%	8
2023 Q1	$7.98M	Buy	151,388 +4,636	+3%	+$247K	3.3%	8
2022 Q4	$7.48M	Buy	146,752 +2,432	+2%	+$124K	3.32%	8
2022 Q3	$6.78M	Buy	144,320 +396	+0.3%	+$20.7K	3.84%	8
2022 Q2	$7.09M	Buy	143,924 +44	+0%	+$2.38K	3.82%	8
2022 Q1	$8.55M	Buy	143,880 +4,696	+3%	+$276K	3.33%	10
2021 Q4	$8.87M	Buy	139,184 +3,188	+2%	+$200K	3.28%	8
2021 Q3	$8.05M	Buy	135,996 +3,140	+2%	+$190K	3.29%	11
2021 Q2	$7.88M	Buy	132,856 +2,296	+2%	+$133K	3.35%	9
2021 Q1	$7.22M	Buy	130,560 +1,556	+1%	+$84.4K	3.19%	9
2020 Q4	$6.67M	Buy	+129,004	New	+$6.25M	3.12%	9

Other funds holding VO

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return