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

Holistic Planning’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 		$10.9M Buy
135,516
+28,276
+26% +$2.19M 1.7% 10
2026
Q1 		$7.7M Buy
107,240
+5,800
+6% +$431K 1.53% 13
2025
Q4 		$7.36M Buy
101,440
+17,144
+20% +$1.25M 1.57% 12
2025
Q3 		$6.19M Buy
84,296
+8,136
+11% +$584K 1.63% 14
2025
Q2 		$5.33M Buy
76,160
+7,312
+11% +$480K 1.53% 15
2025
Q1 		$4.45M Buy
68,848
+2,928
+4% +$196K 1.51% 12
2024
Q4 		$4.35M Buy
65,920
+2,520
+4% +$171K 1.58% 13
2024
Q3 		$4.18M Buy
63,400
+34,612
+120% +$2.17M 1.77% 11
2024
Q2 		$1.8M Sell
28,788
-244
-0.8% -$14.8K 1.38% 23
2024
Q1 		$1.81M Sell
29,032
-1,248
-4% -$73.8K 1.38% 23
2023
Q4 		$1.76M Buy
+30,280
New +$1.62M 1.48% 20

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

Holistic Planning's VO Position: Q2 2026 in Review

Holistic Planning increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 26% in Q2 2026, buying an estimated $2.19M and bringing the position to 135,516 shares worth $10.9M. The position accounts for 1.7% of the portfolio, ranked #10.

Holistic Planning first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Holistic Planning held 135,516 shares of Vanguard Morningstar Mid-Cap ETF worth $10.9M as of Q2 2026.
  • Holistic Planning bought 28,276 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.19M.
  • Vanguard Morningstar Mid-Cap ETF made up 1.7% of Holistic Planning's portfolio in Q2 2026, its #10 holding.
  • Holistic Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.