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

Fee-Only 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
Q3 		$15.4M Sell
196,983
-3,209
-2% -$261K 8.47% 3
2026
Q2 		$16.1M Sell
200,192
-1,612
-0.8% -$125K 8.64% 3
2026
Q1 		$14.5M Sell
201,804
-848
-0.4% -$63K 8.75% 3
2025
Q4 		$14.7M Sell
202,652
-2,712
-1% -$197K 8.57% 3
2025
Q3 		$15.1M Sell
205,364
-1,896
-0.9% -$136K 8.8% 3
2025
Q2 		$14.5M Buy
207,260
+856
+0.4% +$56.2K 8.98% 3
2025
Q1 		$13.3M Sell
206,404
-3,464
-2% -$232K 9.11% 3
2024
Q4 		$13.9M Sell
209,868
-1,500
-0.7% -$102K 8.95% 3
2024
Q3 		$13.9M Buy
211,368
+52
+0% +$3.26K 8.93% 3
2024
Q2 		$12.8M Sell
211,316
-1,876
-0.9% -$114K 8.61% 3
2024
Q1 		$13.3M Sell
213,192
-2,268
-1% -$134K 8.99% 3
2023
Q4 		$12.5M Buy
215,460
+1,112
+0.5% +$59.4K 9.05% 3
2023
Q3 		$11.2M Buy
214,348
+48
+0% +$2.63K 8.99% 3
2023
Q2 		$11.8M Sell
214,300
-1,748
-0.8% -$91.6K 9.01% 3
2023
Q1 		$11.4M Sell
216,048
-2,836
-1% -$151K 9.25% 3
2022
Q4 		$11.2M Buy
+218,884
New +$11.1M 9.34% 3

Other funds holding VO

Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fee-Only Financial Planning's VO Position: Q3 2026 in Review

Fee-Only Financial Planning reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q3 2026, selling an estimated $261K and leaving 196,983 shares worth $15.4M. The position accounts for 8.47% of the portfolio, ranked #3.

Fee-Only Financial Planning first reported a position in VO in Q4 2022 and has held it in 16 quarters since. The position peaked at $16.1M in Q2 2026. 1,250 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Fee-Only Financial Planning held 196,983 shares of Vanguard Morningstar Mid-Cap ETF worth $15.4M as of Q3 2026.
  • Fee-Only Financial Planning sold 3,209 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $261K.
  • Vanguard Morningstar Mid-Cap ETF made up 8.47% of Fee-Only Financial Planning's portfolio in Q3 2026, its #3 holding.
  • Fee-Only Financial Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Fee-Only Financial Planning's Vanguard Morningstar Mid-Cap ETF position peaked at $16.1M in Q2 2026.
  • 1,250 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Fee-Only Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.