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Compass Planning Associates’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Compass Planning Associates's VO Position: Q1 2026 in Review

Compass Planning Associates increased its Vanguard Mid-Cap ETF (VO) stake by 18% in Q1 2026, buying an estimated $276K and bringing the position to 24,360 shares worth $1.75M. The position accounts for 1.12% of the portfolio, ranked #11.

Compass Planning Associates first reported a position in VO in Q4 2024 and has held it in 6 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Compass Planning Associates held 24,360 shares of Vanguard Mid-Cap ETF worth $1.75M as of Q1 2026.
  • Compass Planning Associates bought 3,716 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $276K.
  • Vanguard Mid-Cap ETF made up 1.12% of Compass Planning Associates's portfolio in Q1 2026, its #11 holding.
  • Compass Planning Associates first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Compass Planning Associates's 13F filing for Q1 2026, filed 21 Apr 2026.