Consolidated Planning Corp
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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
Q3 		$637K Buy
8,121
+4,833
+147% +$393K 0.09% 103
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Consolidated Planning Corp's VO Position: Q3 2026 in Review

Consolidated Planning Corp increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 147% in Q3 2026, buying an estimated $393K and bringing the position to 8,121 shares worth $637K. The position accounts for 0.09% of the portfolio, ranked #103.

Consolidated Planning Corp first reported a position in VO in Q3 2021 and has held it in 15 quarters since. The position peaked at $2.67M in Q1 2024. 1,871 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Consolidated Planning Corp held 8,121 shares of Vanguard Morningstar Mid-Cap ETF worth $637K as of Q3 2026.
  • Consolidated Planning Corp bought 4,833 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $393K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.09% of Consolidated Planning Corp's portfolio in Q3 2026, its #103 holding.
  • Consolidated Planning Corp first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 15 quarters since.
  • Consolidated Planning Corp's Vanguard Morningstar Mid-Cap ETF position peaked at $2.67M in Q1 2024.
  • 1,871 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.