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 Q1	$420K	Buy	+5,856	New	+$435K	0.05%	64

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Financial Plan Inc's VO Position: Q1 2026 in Review

Financial Plan Inc opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026: 5,856 shares worth $420K. The stake represents 0.05% of the portfolio and ranks #64 among its holdings.

2,393 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Financial Plan Inc held 5,856 shares of Vanguard Morningstar Mid-Cap ETF worth $420K as of Q1 2026.
Vanguard Morningstar Mid-Cap ETF was a new Financial Plan Inc position in Q1 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Financial Plan Inc's portfolio in Q1 2026, its #64 holding.
2,393 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.