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Gainplan’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Gainplan’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 		$523K Sell
6,496
-76
-1% -$5.89K 0.21% 36
2026
Q1 		$472K Sell
6,572
-35,468
-84% -$2.64M 0.35% 36
2025
Q4 		$3.05M Buy
42,040
+3,288
+8% +$239K 1.14% 8
2025
Q3 		$2.85M Sell
38,752
-1,496
-4% -$107K 1.21% 11
2025
Q2 		$2.82M Sell
40,248
-22,676
-36% -$1.49M 1.28% 9
2025
Q1 		$4.07M Sell
62,924
-1,544
-2% -$104K 2.64% 8
2024
Q4 		$4.26M Sell
64,468
-1,464
-2% -$99.4K 1.62% 9
2024
Q3 		$3.99M Buy
65,932
+780
+1% +$49K 1.89% 7
2024
Q2 		$3.94M Buy
65,152
+468
+0.7% +$28.4K 1.9% 7
2024
Q1 		$4.04M Buy
64,684
+4,612
+8% +$273K 1.95% 7
2023
Q4 		$3.49M Buy
60,072
+1,268
+2% +$67.7K 1.83% 9
2023
Q3 		$3.06M Buy
58,804
+4,540
+8% +$249K 4.26% 7
2023
Q2 		$2.99M Buy
54,264
+5,672
+12% +$297K 1.62% 8
2023
Q1 		$2.56M Buy
48,592
+3,100
+7% +$165K 1.64% 6
2022
Q4 		$2.32M Sell
45,492
-15,092
-25% -$769K 5.53% 5
2022
Q3 		$2.85M Buy
60,584
+2,412
+4% +$126K 2.98% 9
2022
Q2 		$2.87M Buy
58,172
+4,048
+7% +$219K 1.91% 11
2022
Q1 		$3.22M Buy
54,124
+4,976
+10% +$292K 2.45% 8
2021
Q4 		$3.13M Buy
49,148
+3,220
+7% +$202K 1.35% 11
2021
Q3 		$2.71M Buy
45,928
+2,228
+5% +$135K 1.2% 12
2021
Q2 		$2.59M Buy
43,700
+5,168
+13% +$300K 1.02% 14
2021
Q1 		$2.13M Buy
38,532
+2,296
+6% +$125K 0.94% 11
2020
Q4 		$1.87M Buy
36,236
+3,556
+11% +$172K 0.98% 14
2020
Q3 		$1.44M Buy
32,680
+2,308
+8% +$101K 2.1% 8
2020
Q2 		$1.25M Buy
30,372
+1,628
+6% +$62.4K 0.81% 12
2020
Q1 		$946K Buy
28,744
+8,912
+45% +$369K 1.06% 10
2019
Q4 		$883K Buy
+19,832
New +$852K 0.46% 18

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Gainplan's VO Position: Q2 2026 in Review

Gainplan reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.2% in Q2 2026, selling an estimated $5.89K and leaving 6,496 shares worth $523K. The position accounts for 0.21% of the portfolio, ranked #36.

Gainplan first reported a position in VO in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.26M in Q4 2024. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Gainplan held 6,496 shares of Vanguard Morningstar Mid-Cap ETF worth $523K as of Q2 2026.
  • Gainplan sold 76 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $5.89K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.21% of Gainplan's portfolio in Q2 2026, its #36 holding.
  • Gainplan first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Gainplan's Vanguard Morningstar Mid-Cap ETF position peaked at $4.26M in Q4 2024.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Gainplan's 13F filing for Q2 2026, filed 7 Jul 2026.