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

Keener Financial 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
2025 Q4	–	Sell	-1,172	Closed	-$86K	–	210
2025 Q3	$86K	Buy	1,172 +40	+4%	+$2.87K	0.04%	79
2025 Q2	$79K	Hold	1,132	–	–	0.04%	84
2025 Q1	$73K	Hold	1,132	–	–	0.05%	71
2024 Q4	$74K	Hold	1,132	–	–	0.04%	78
2024 Q3	$74K	Hold	1,132	–	–	0.05%	70
2024 Q2	$68K	Hold	1,132	–	–	0.04%	80
2024 Q1	$71K	Hold	1,132	–	–	0.05%	80
2023 Q4	$66K	Buy	+1,132	New	+$60.5K	0.05%	80

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Keener Financial Planning's VO Position: Q4 2025 in Review

Keener Financial Planning sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 1,172 shares — an estimated $86K sold.

Keener Financial Planning first reported a position in VO in Q4 2023 and held it in 8 quarters. The position peaked at $86K in Q3 2025. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

Keener Financial Planning reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 1,172 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $86K.
Keener Financial Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and held it in 8 quarters.
Keener Financial Planning's Vanguard Morningstar Mid-Cap ETF position peaked at $86K in Q3 2025.
2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.