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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
Q3 		$509K Sell
6,490
-6
-0.1% -$488 0.2% 36
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

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gainplan's VO Position: Q3 2026 in Review

Gainplan reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.09% in Q3 2026, selling an estimated $488 and leaving 6,490 shares worth $509K. The position accounts for 0.2% of the portfolio, ranked #36.

Gainplan first reported a position in VO in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.26M in Q4 2024. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Gainplan held 6,490 shares of Vanguard Morningstar Mid-Cap ETF worth $509K as of Q3 2026.
  • Gainplan sold 6 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $488.
  • Vanguard Morningstar Mid-Cap ETF made up 0.2% of Gainplan's portfolio in Q3 2026, its #36 holding.
  • Gainplan first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Gainplan's Vanguard Morningstar Mid-Cap ETF position peaked at $4.26M in Q4 2024.
  • 354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Gainplan's 13F filing for Q3 2026, filed 9 Oct 2026.