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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
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% +$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

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 22.96% 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's VO Position: Q2 2026 in Review

Capital Planning reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.6% in Q2 2026, selling an estimated $689K and leaving 150,538 shares worth $12.1M. The position accounts for 3.53% of the portfolio, ranked #7.

Capital Planning first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.9M in Q4 2024. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Capital Planning held 150,538 shares of Vanguard Morningstar Mid-Cap ETF worth $12.1M as of Q2 2026.
  • Capital Planning sold 8,886 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $689K.
  • Vanguard Morningstar Mid-Cap ETF made up 3.53% of Capital Planning's portfolio in Q2 2026, its #7 holding.
  • Capital Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Capital Planning's Vanguard Morningstar Mid-Cap ETF position peaked at $12.9M in Q4 2024.
  • 2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.