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

Financial Planning Hawaii’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 		$3.67M Sell
45,542
-2,710
-6% -$210K 1.97% 10
2026
Q1 		$3.46M Buy
48,252
+1,240
+3% +$92.1K 2.04% 8
2025
Q4 		$3.41M Buy
+47,012
New +$3.42M 1.97% 9

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Financial Planning Hawaii's VO Position: Q2 2026 in Review

Financial Planning Hawaii reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.6% in Q2 2026, selling an estimated $210K and leaving 45,542 shares worth $3.67M. The position accounts for 1.97% of the portfolio, ranked #10.

Financial Planning Hawaii first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 1,674 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Financial Planning Hawaii held 45,542 shares of Vanguard Morningstar Mid-Cap ETF worth $3.67M as of Q2 2026.
  • Financial Planning Hawaii sold 2,710 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $210K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.97% of Financial Planning Hawaii's portfolio in Q2 2026, its #10 holding.
  • Financial Planning Hawaii first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,674 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.