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 Q2	$1.53M	Buy	18,992 +1,644	+9%	+$127K	0.89%	37
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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CFC Planning Company's VO Position: Q2 2026 in Review

CFC Planning Company increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.5% in Q2 2026, buying an estimated $127K and bringing the position to 18,992 shares worth $1.53M. The position accounts for 0.89% of the portfolio, ranked #37.

CFC Planning Company first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

CFC Planning Company held 18,992 shares of Vanguard Morningstar Mid-Cap ETF worth $1.53M as of Q2 2026.
CFC Planning Company bought 1,644 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $127K.
Vanguard Morningstar Mid-Cap ETF made up 0.89% of CFC Planning Company's portfolio in Q2 2026, its #37 holding.
CFC Planning Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.