Envision Financial Planning’s Vanguard 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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envision Financial Planning's VO Position: Q1 2026 in Review

Envision Financial Planning held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 15,936 shares worth $1.14M. The position accounts for 0.41% of the portfolio, ranked #27.

Envision Financial Planning first reported a position in VO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Envision Financial Planning held 15,936 shares of Vanguard Mid-Cap ETF worth $1.14M as of Q1 2026.
Envision Financial Planning left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.41% of Envision Financial Planning's portfolio in Q1 2026, its #27 holding.
Envision Financial Planning first reported a position in Vanguard Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Envision Financial Planning's Vanguard Mid-Cap ETF position peaked at $1.17M in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.