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

Falcon Wealth 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	$428K	Buy	5,318 +2	+0%	+$155	0.03%	155
2026 Q1	$382K	Buy	5,316 +232	+5%	+$17.2K	0.03%	154
2025 Q4	$369K	Sell	5,084 -60	-1%	-$4.37K	0.03%	149
2025 Q3	$378K	Hold	5,144	–	–	0.03%	134
2025 Q2	$360K	Sell	5,144 -36	-0.7%	-$2.36K	0.04%	127
2025 Q1	$335K	Sell	5,180 -1,908	-27%	-$128K	0.04%	129
2024 Q4	$468K	Sell	7,088 -1,924	-21%	-$131K	0.05%	101
2024 Q3	$595K	Sell	9,012 -540	-6%	-$33.9K	0.07%	80
2024 Q2	$578K	Buy	9,552 +768	+9%	+$46.7K	0.08%	73
2024 Q1	$549K	Buy	8,784 +120	+1%	+$7.09K	0.09%	78
2023 Q4	$504K	Buy	8,664 +104	+1%	+$5.56K	0.09%	75
2023 Q3	$446K	Buy	8,560 +4,760	+125%	+$261K	0.1%	68
2023 Q2	$209K	Buy	+3,800	New	+$199K	0.05%	103
2022 Q1	–	Sell	-3,256	Closed	-$207K	–	82
2021 Q4	$207K	Buy	+3,256	New	+$204K	0.07%	77

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

Falcon Wealth Planning's VO Position: Q2 2026 in Review

Falcon Wealth Planning increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.04% in Q2 2026, buying an estimated $155 and bringing the position to 5,318 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #155.

Falcon Wealth Planning first reported a position in VO in Q4 2021 and has held it in 14 quarters since. The position peaked at $595K in Q3 2024. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Falcon Wealth Planning held 5,318 shares of Vanguard Morningstar Mid-Cap ETF worth $428K as of Q2 2026.
Falcon Wealth Planning bought 2 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $155.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Falcon Wealth Planning's portfolio in Q2 2026, its #155 holding.
Falcon Wealth Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
Falcon Wealth Planning's Vanguard Morningstar Mid-Cap ETF position peaked at $595K in Q3 2024.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.