CFFP
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Center for Financial Planning’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Center for Financial 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 		$54.6M Buy
678,271
+7,115
+1% +$552K 5.11% 5
2026
Q1 		$48.2M Buy
671,156
+11,004
+2% +$818K 5.03% 5
2025
Q4 		$47.9M Buy
660,152
+65,180
+11% +$4.74M 4.98% 5
2025
Q3 		$43.7M Buy
594,972
+26,044
+5% +$1.87M 4.67% 5
2025
Q2 		$39.8M Buy
568,928
+524,080
+1,169% +$34.4M 4.56% 5
2025
Q1 		$2.9M Buy
44,848
+23,648
+112% +$1.59M 0.37% 21
2024
Q4 		$1.4M Buy
21,200
+816
+4% +$55.4K 0.19% 50
2024
Q3 		$1.34M Hold
20,384
– – 0.18% 47
2024
Q2 		$1.23M Hold
20,384
– – 0.18% 49
2024
Q1 		$1.27M Buy
20,384
+600
+3% +$35.5K 0.19% 49
2023
Q4 		$1.15M Hold
19,784
– – 0.21% 48
2023
Q3 		$1.03M Hold
19,784
– – 0.22% 45
2023
Q2 		$1.09M Sell
19,784
-580
-3% -$30.4K 0.23% 45
2023
Q1 		$1.07M Hold
20,364
– – 0.25% 45
2022
Q4 		$1.04M Hold
20,364
– – 0.25% 45
2022
Q3 		$957K Buy
20,364
+2,432
+14% +$127K 0.26% 47
2022
Q2 		$883K Hold
17,932
– – 0.22% 54
2022
Q1 		$1.07M Buy
17,932
+2,916
+19% +$171K 0.22% 52
2021
Q4 		$956K Buy
15,016
+3,520
+31% +$221K 0.2% 58
2021
Q3 		$680K Hold
11,496
– – 0.17% 65
2021
Q2 		$682K Hold
11,496
– – 0.17% 67
2021
Q1 		$636K Hold
11,496
– – 0.17% 67
2020
Q4 		$594K Sell
11,496
-596
-5% -$28.9K 0.17% 65
2020
Q3 		$533K Sell
12,092
-720
-6% -$31.4K 0.17% 65
2020
Q2 		$525K Sell
12,812
-328
-2% -$12.6K 0.18% 63
2020
Q1 		$432K Buy
13,140
+12,960
+7,200% +$537K 0.15% 63
2019
Q4 		$8K Buy
+180
New +$7.73K ﹤0.01% 328

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Center for Financial Planning's VO Position: Q2 2026 in Review

Center for Financial Planning increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q2 2026, buying an estimated $552K and bringing the position to 678,271 shares worth $54.6M. The position accounts for 5.11% of the portfolio, ranked #5.

Center for Financial Planning first reported a position in VO in Q4 2019 and has held it in 27 quarters since. 1,703 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Center for Financial Planning held 678,271 shares of Vanguard Morningstar Mid-Cap ETF worth $54.6M as of Q2 2026.
  • Center for Financial Planning bought 7,115 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $552K.
  • Vanguard Morningstar Mid-Cap ETF made up 5.11% of Center for Financial Planning's portfolio in Q2 2026, its #5 holding.
  • Center for Financial Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.