Compass Planning Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Compass Planning Associates’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	$2.77M	Buy	34,326 +9,966	+41%	+$773K	1.5%	11
2026 Q1	$1.75M	Buy	24,360 +3,716	+18%	+$276K	1.12%	11
2025 Q4	$1.5M	Buy	20,644 +11,952	+138%	+$869K	1.04%	11
2025 Q3	$638K	Buy	8,692 +3,232	+59%	+$232K	0.59%	16
2025 Q2	$382K	Sell	5,460 -172	-3%	-$11.3K	0.35%	26
2025 Q1	$364K	Buy	5,632 +404	+8%	+$27.1K	0.37%	26
2024 Q4	$345K	Buy	+5,228	New	+$355K	0.35%	28

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

Compass Planning Associates's VO Position: Q2 2026 in Review

Compass Planning Associates increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 41% in Q2 2026, buying an estimated $773K and bringing the position to 34,326 shares worth $2.77M. The position accounts for 1.5% of the portfolio, ranked #11.

Compass Planning Associates first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Compass Planning Associates held 34,326 shares of Vanguard Morningstar Mid-Cap ETF worth $2.77M as of Q2 2026.
Compass Planning Associates bought 9,966 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $773K.
Vanguard Morningstar Mid-Cap ETF made up 1.5% of Compass Planning Associates's portfolio in Q2 2026, its #11 holding.
Compass Planning Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Compass Planning Associates's 13F filing for Q2 2026, filed 27 Jul 2026.