BFC Planning, Inc.’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

BFC Planning, 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	$2.75M	Buy	34,075 +2,331	+7%	+$181K	0.11%	189
2026 Q1	$2.28M	Buy	31,744 +1,392	+5%	+$103K	0.1%	206
2025 Q4	$2.2M	Buy	30,352 +7,104	+31%	+$517K	0.1%	198
2025 Q3	$1.71M	Sell	23,248 -252	-1%	-$18.1K	0.12%	148
2025 Q2	$1.64M	Buy	23,500 +144	+0.6%	+$9.45K	0.13%	148
2025 Q1	$1.51M	Sell	23,356 -248	-1%	-$16.6K	0.13%	153
2024 Q4	$1.56M	Buy	+23,604	New	+$1.6M	0.13%	144

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 $179B AUM 16.96% 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 22.9% 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

BFC Planning, Inc.'s VO Position: Q2 2026 in Review

BFC Planning, Inc. increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.3% in Q2 2026, buying an estimated $181K and bringing the position to 34,075 shares worth $2.75M. The position accounts for 0.11% of the portfolio, ranked #189.

BFC Planning, Inc. first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,502 funds tracked by Wall St. Rank hold VO as of Q2 2026.

BFC Planning, Inc. held 34,075 shares of Vanguard Morningstar Mid-Cap ETF worth $2.75M as of Q2 2026.
BFC Planning, Inc. bought 2,331 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $181K.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of BFC Planning, Inc.'s portfolio in Q2 2026, its #189 holding.
BFC Planning, Inc. first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,502 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.