Capital Planning
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Capital Planning’s Vanguard Morningstar 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
Q3 		$11.7M Sell
149,166
-1,372
-0.9% -$112K 3.11% 9
2026
Q2 		$12.1M Sell
150,538
-8,886
-6% -$689K 3.53% 7
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% +$14K 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 		$8.56M Buy
143,880
+4,696
+3% +$276K 3.33% 10
2021
Q4 		$8.86M 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

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
SilverOak Wealth Management
SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 1-Year Est. Return

Capital Planning's VO Position: Q3 2026 in Review

Capital Planning reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.91% in Q3 2026, selling an estimated $112K and leaving 149,166 shares worth $11.7M. The position accounts for 3.11% of the portfolio, ranked #9.

Capital Planning first reported a position in VO in Q4 2020 and has held it in 24 quarters since. The position peaked at $12.9M in Q4 2024. 1,201 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Capital Planning held 149,166 shares of Vanguard Morningstar Mid-Cap ETF worth $11.7M as of Q3 2026.
  • Capital Planning sold 1,372 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $112K.
  • Vanguard Morningstar Mid-Cap ETF made up 3.11% of Capital Planning's portfolio in Q3 2026, its #9 holding.
  • Capital Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Capital Planning's Vanguard Morningstar Mid-Cap ETF position peaked at $12.9M in Q4 2024.
  • 1,201 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.