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

Envision Financial 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
2026 Q2	$1.27M	Sell	15,775 -161	-1%	-$12.5K	0.41%	28
2026 Q1	$1.14M	Hold	15,936	–	–	0.41%	27
2025 Q4	$1.16M	Buy	15,936 +4	+0%	+$291	0.44%	27
2025 Q3	$1.17M	Buy	15,932 +4	+0%	+$287	0.5%	27
2025 Q2	$1.11M	Buy	15,928 +12,556	+372%	+$824K	0.52%	28
2025 Q1	$218K	Buy	3,372 +4	+0.1%	+$268	0.11%	40
2024 Q4	$222K	Sell	3,368 -12	-0.4%	-$815	0.11%	41
2024 Q3	$223K	Buy	3,380 +24	+0.7%	+$1.51K	0.12%	34
2024 Q2	$203K	Buy	+3,356	New	+$204K	0.16%	30

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

Envision Financial Planning's VO Position: Q2 2026 in Review

Envision Financial Planning reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1% in Q2 2026, selling an estimated $12.5K and leaving 15,775 shares worth $1.27M. The position accounts for 0.41% of the portfolio, ranked #28.

Envision Financial Planning first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Envision Financial Planning held 15,775 shares of Vanguard Morningstar Mid-Cap ETF worth $1.27M as of Q2 2026.
Envision Financial Planning sold 161 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $12.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.41% of Envision Financial Planning's portfolio in Q2 2026, its #28 holding.
Envision Financial Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.