IFPL
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Investments & Financial Planning LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Investments & Financial Planning LLC’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 		$18.9M Buy
234,793
+3,329
+1% +$258K 8.96% 4
2026
Q1 		$16.6M Buy
231,464
+2,324
+1% +$173K 9.05% 4
2025
Q4 		$16.6M Sell
229,140
-5,368
-2% -$390K 8.92% 4
2025
Q3 		$17.2M Sell
234,508
-712
-0.3% -$51.1K 9.3% 4
2025
Q2 		$16.5M Buy
235,220
+5,556
+2% +$365K 9.48% 4
2025
Q1 		$14.8M Buy
229,664
+3,728
+2% +$250K 9.64% 4
2024
Q4 		$14.9M Buy
225,936
+2,424
+1% +$165K 9.2% 4
2024
Q3 		$14.7M Buy
223,512
+4,700
+2% +$295K 9.34% 4
2024
Q2 		$13.2M Buy
218,812
+2,124
+1% +$129K 8.89% 4
2024
Q1 		$13.5M Buy
216,688
+3,216
+2% +$190K 9.28% 4
2023
Q4 		$12.4M Buy
213,472
+141,212
+195% +$7.54M 9.3% 4
2023
Q3 		$3.76M Buy
72,260
+7,672
+12% +$421K 3.35% 7
2023
Q2 		$3.56M Buy
64,588
+13,264
+26% +$695K 3.08% 9
2023
Q1 		$2.71M Buy
51,324
+20,712
+68% +$1.1M 2.48% 9
2022
Q4 		$1.56M Buy
+30,612
New +$1.56M 1.53% 12
2022
Q2 		$591K Buy
+11,992
New +$648K 0.61% 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

Investments & Financial Planning LLC's VO Position: Q2 2026 in Review

Investments & Financial Planning LLC increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.4% in Q2 2026, buying an estimated $258K and bringing the position to 234,793 shares worth $18.9M. The position accounts for 8.96% of the portfolio, ranked #4.

Investments & Financial Planning LLC first reported a position in VO in Q2 2022 and has held it in 16 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Investments & Financial Planning LLC held 234,793 shares of Vanguard Morningstar Mid-Cap ETF worth $18.9M as of Q2 2026.
  • Investments & Financial Planning LLC bought 3,329 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $258K.
  • Vanguard Morningstar Mid-Cap ETF made up 8.96% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #4 holding.
  • Investments & Financial Planning LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.