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

Divergent 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 		$646K Sell
8,836
-712
-7% -$51.8K 0.17% 19
2025
Q3 		$705K Sell
9,548
-60
-0.6% -$4.31K 0.19% 18
2025
Q2 		$676K Buy
9,608
+6,236
+185% +$409K 0.2% 18
2025
Q1 		$221K Sell
3,372
-128
-4% -$8.59K 0.07% 27
2024
Q4 		$230K Hold
3,500
– – 0.08% 25
2024
Q3 		$231K Hold
3,500
– – 0.09% 27
2024
Q2 		$211K Sell
3,500
-1,000
-22% -$60.8K 0.08% 27
2024
Q1 		$279K Sell
4,500
-2,716
-38% -$161K 0.12% 24
2023
Q4 		$417K Sell
7,216
-240
-3% -$12.8K 0.2% 13
2023
Q3 		$388K Sell
7,456
-84
-1% -$4.61K 0.21% 12
2023
Q2 		$415K Sell
7,540
-132
-2% -$6.92K 0.22% 15
2023
Q1 		$405K Sell
7,672
-435,732
-98% -$23.2M 0.23% 14
2022
Q4 		$22.6M Buy
443,404
+17,272
+4% +$880K 14.21% 2
2022
Q3 		$20M Buy
426,132
+6,804
+2% +$356K 14.74% 2
2022
Q2 		$20.6M Buy
419,328
+17,304
+4% +$935K 14.84% 3
2022
Q1 		$24M Buy
402,024
+16,136
+4% +$947K 15.39% 2
2021
Q4 		$24.4M Buy
385,888
+11,668
+3% +$731K 17.88% 2
2021
Q3 		$22.6M Sell
374,220
-1,860
-0.5% -$112K 18.25% 2
2021
Q2 		$21.9M Buy
376,080
+12,468
+3% +$723K 17.79% 2
2021
Q1 		$21M Buy
363,612
+448
+0.1% +$24.3K 17.92% 2
2020
Q4 		$18.8M Buy
+363,164
New +$17.6M 17.98% 2

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Divergent Planning's VO Position: Q4 2025 in Review

Divergent Planning reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.5% in Q4 2025, selling an estimated $51.8K and leaving 8,836 shares worth $646K. The position accounts for 0.17% of the portfolio, ranked #19.

Divergent Planning first reported a position in VO in Q4 2020 and has held it in 21 quarters since. The position peaked at $24.4M in Q4 2021. 2,371 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Divergent Planning held 8,836 shares of Vanguard Morningstar Mid-Cap ETF worth $646K as of Q4 2025.
  • Divergent Planning sold 712 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $51.8K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.17% of Divergent Planning's portfolio in Q4 2025, its #19 holding.
  • Divergent Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • Divergent Planning's Vanguard Morningstar Mid-Cap ETF position peaked at $24.4M in Q4 2021.
  • 2,371 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.