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

Creative Planning’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
2025 Q4	–	Sell	-1,600	Closed	-$479	–	4123
2025 Q3	$479	Buy	+1,600	New	+$115K	﹤0.01%	3903
2024 Q3	–	Sell	-400	Closed	-$6	–	3323
2024 Q2	$6	Hold	400	–	–	﹤0.01%	3063
2024 Q1	$148	Buy	+400	New	+$23.6K	﹤0.01%	2911
2016 Q4	–	Sell	-3,600	Closed	-$2K	–	4855
2016 Q3	$2K	Buy	+3,600	New	+$115K	﹤0.01%	4262

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Creative Planning's VO Position: Q2 2026 in Review

Creative Planning reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q2 2026, selling an estimated $41.1M and leaving 32,713,198 shares worth $2.64B. The position accounts for 1.54% of the portfolio, ranked #13.

Creative Planning first reported a position in VO in Q2 2013 and has held it in 53 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Creative Planning held 32,713,198 shares of Vanguard Morningstar Mid-Cap ETF worth $2.64B as of Q2 2026.
Creative Planning sold 530,358 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $41.1M.
Vanguard Morningstar Mid-Cap ETF made up 1.54% of Creative Planning's portfolio in Q2 2026, its #13 holding.
Creative Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.