HP
VO icon

Holistic Planning’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Holistic Planning's VO Position: Q1 2026 in Review

Holistic Planning increased its Vanguard Mid-Cap ETF (VO) stake by 5.7% in Q1 2026, buying an estimated $431K and bringing the position to 107,240 shares worth $7.7M. The position accounts for 1.53% of the portfolio, ranked #13.

Holistic Planning first reported a position in VO in Q4 2023 and has held it in 10 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Holistic Planning held 107,240 shares of Vanguard Mid-Cap ETF worth $7.7M as of Q1 2026.
  • Holistic Planning bought 5,800 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $431K.
  • Vanguard Mid-Cap ETF made up 1.53% of Holistic Planning's portfolio in Q1 2026, its #13 holding.
  • Holistic Planning first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.