Game Plan Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Game Plan Financial Advisors’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	$7.35K	Sell	91 -1	-1%	-$78	﹤0.01%	249
2026 Q1	$6.6K	Hold	92	–	–	﹤0.01%	226
2025 Q4	$6.65K	Hold	92	–	–	﹤0.01%	225
2025 Q3	$6.68K	Hold	92	–	–	﹤0.01%	234
2025 Q2	$6.34K	Hold	92	–	–	﹤0.01%	241
2025 Q1	$5.86K	Hold	92	–	–	﹤0.01%	244
2024 Q4	$5.95K	Buy	92 +4	+5%	+$272	﹤0.01%	254
2024 Q3	$5.92K	Hold	88	–	–	﹤0.01%	262
2024 Q2	$5.39K	Hold	88	–	–	﹤0.01%	264
2024 Q1	$5.57K	Hold	88	–	–	﹤0.01%	299
2023 Q4	$5.16K	Buy	+88	New	+$4.7K	﹤0.01%	288

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 $171B AUM 24.68% 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 22.96% 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

Game Plan Financial Advisors's VO Position: Q2 2026 in Review

Game Plan Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q2 2026, selling an estimated $78 and leaving 91 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Game Plan Financial Advisors first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Game Plan Financial Advisors held 91 shares of Vanguard Morningstar Mid-Cap ETF worth $7.35K as of Q2 2026.
Game Plan Financial Advisors sold 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #249 holding.
Game Plan Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.