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Financial Plan Inc’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Financial Plan Inc’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 		$472K Hold
5,856
– – 0.04% 67
2026
Q1 		$420K Buy
+5,856
New +$435K 0.05% 64

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Financial Plan Inc's VO Position: Q2 2026 in Review

Financial Plan Inc held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 5,856 shares worth $472K. The position accounts for 0.04% of the portfolio, ranked #67.

Financial Plan Inc first reported a position in VO in Q1 2026 and has held it in 2 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Financial Plan Inc held 5,856 shares of Vanguard Morningstar Mid-Cap ETF worth $472K as of Q2 2026.
  • Financial Plan Inc left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of Financial Plan Inc's portfolio in Q2 2026, its #67 holding.
  • Financial Plan Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.