Consolidated Planning Corp’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Consolidated Planning Corp’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	$265K	Hold	3,288	–	–	0.04%	134
2026 Q1	$236K	Sell	3,288 -3,500	-52%	-$260K	0.04%	133
2025 Q4	$493K	Buy	6,788 +52	+0.8%	+$3.78K	0.05%	147
2025 Q3	$495K	Sell	6,736 -44	-0.6%	-$3.16K	0.05%	144
2025 Q2	$474K	Hold	6,780	–	–	0.06%	139
2025 Q1	$438K	Sell	6,780 -88	-1%	-$5.91K	0.06%	136
2024 Q4	$454K	Sell	6,868 -2,204	-24%	-$150K	0.06%	135
2024 Q3	$598K	Sell	9,072 -34,284	-79%	-$2.15M	0.09%	119
2024 Q2	$2.62M	Buy	43,356 +572	+1%	+$34.8K	0.43%	69
2024 Q1	$2.67M	Sell	42,784 -2,196	-5%	-$130K	0.46%	65
2023 Q4	$2.62M	Buy	44,980 +40,928	+1,010%	+$2.19M	0.49%	56
2023 Q3	$211K	Sell	4,052 -7,108	-64%	-$390K	0.05%	147
2023 Q2	$614K	Buy	+11,160	New	+$585K	0.13%	110
2021 Q4	–	Sell	-2,028	Closed	-$120K	–	434
2021 Q3	$120K	Buy	+2,028	New	+$123K	0.08%	88

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

Consolidated Planning Corp's VO Position: Q2 2026 in Review

Consolidated Planning Corp held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,288 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #134.

Consolidated Planning Corp first reported a position in VO in Q3 2021 and has held it in 14 quarters since. The position peaked at $2.67M in Q1 2024. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Consolidated Planning Corp held 3,288 shares of Vanguard Morningstar Mid-Cap ETF worth $265K as of Q2 2026.
Consolidated Planning Corp left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Consolidated Planning Corp's portfolio in Q2 2026, its #134 holding.
Consolidated Planning Corp first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 14 quarters since.
Consolidated Planning Corp's Vanguard Morningstar Mid-Cap ETF position peaked at $2.67M in Q1 2024.
2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.