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 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%	+$3.27K	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

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

Fee-Only Financial Planning's VO Position: Q2 2026 in Review

Fee-Only Financial Planning reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.8% in Q2 2026, selling an estimated $125K and leaving 200,192 shares worth $16.1M. The position accounts for 8.64% of the portfolio, ranked #3.

Fee-Only Financial Planning first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Fee-Only Financial Planning held 200,192 shares of Vanguard Morningstar Mid-Cap ETF worth $16.1M as of Q2 2026.
Fee-Only Financial Planning sold 1,612 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $125K.
Vanguard Morningstar Mid-Cap ETF made up 8.64% of Fee-Only Financial Planning's portfolio in Q2 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 15 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.