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Estate Planners Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Estate Planners Group’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 		– Sell
-1,312
Closed -$95.3K – 404
2025
Q4 		$95.3K Buy
+1,312
New +$95.4K 0.04% 98

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Estate Planners Group's VO Position: Q1 2026 in Review

Estate Planners Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 1,312 shares — an estimated $95.3K sold.

Estate Planners Group first reported a position in VO in Q4 2025 and held it in 1 quarter. The position peaked at $95.3K in Q4 2025. 2,395 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Estate Planners Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 1,312 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $95.3K.
  • Estate Planners Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Vanguard Morningstar Mid-Cap ETF position peaked at $95.3K in Q4 2025.
  • 2,395 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.