CFC Planning Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

CFC Planning Company’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	$1.25M	Buy	17,348 +2,500	+17%	+$186K	0.89%	33
2025 Q4	$1.08M	Buy	14,848 +6,440	+77%	+$468K	0.82%	33
2025 Q3	$617K	Buy	8,408 +2,164	+35%	+$155K	0.51%	40
2025 Q2	$437K	Buy	6,244 +664	+12%	+$43.6K	0.41%	46
2025 Q1	$361K	Buy	5,580 +8	+0.1%	+$537	0.39%	50
2024 Q4	$368K	Buy	+5,572	New	+$378K	0.39%	48

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

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

CFC Planning Company's VO Position: Q1 2026 in Review

CFC Planning Company increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 17% in Q1 2026, buying an estimated $186K and bringing the position to 17,348 shares worth $1.25M. The position accounts for 0.89% of the portfolio, ranked #33.

CFC Planning Company first reported a position in VO in Q4 2024 and has held it in 6 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

CFC Planning Company held 17,348 shares of Vanguard Morningstar Mid-Cap ETF worth $1.25M as of Q1 2026.
CFC Planning Company bought 2,500 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $186K.
Vanguard Morningstar Mid-Cap ETF made up 0.89% of CFC Planning Company's portfolio in Q1 2026, its #33 holding.
CFC Planning Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.