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

LifePlan Financial’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	$1.05M	Sell	13,080 -44	-0.3%	-$3.41K	0.74%	41
2026 Q1	$942K	Sell	13,124 -436	-3%	-$32.4K	0.7%	49
2025 Q4	$984K	Sell	13,560 -368	-3%	-$26.8K	0.75%	43
2025 Q3	$1.02M	Sell	13,928 -836	-6%	-$60K	0.81%	38
2025 Q2	$1.03M	Sell	14,764 -168	-1%	-$11K	0.86%	35
2025 Q1	$965K	Buy	14,932 +680	+5%	+$45.6K	0.84%	39
2024 Q4	$941K	Sell	14,252 -1,216	-8%	-$82.6K	0.83%	37
2024 Q3	$1.02M	Sell	15,468 -256	-2%	-$16.1K	0.88%	33
2024 Q2	$952K	Buy	15,724 +296	+2%	+$18K	0.88%	34
2024 Q1	$964K	Buy	15,428 +424	+3%	+$25.1K	0.88%	35
2023 Q4	$873K	Buy	+15,004	New	+$802K	0.87%	36

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

LifePlan Financial's VO Position: Q2 2026 in Review

LifePlan Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.34% in Q2 2026, selling an estimated $3.41K and leaving 13,080 shares worth $1.05M. The position accounts for 0.74% of the portfolio, ranked #41.

LifePlan Financial first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

LifePlan Financial held 13,080 shares of Vanguard Morningstar Mid-Cap ETF worth $1.05M as of Q2 2026.
LifePlan Financial sold 44 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.41K.
Vanguard Morningstar Mid-Cap ETF made up 0.74% of LifePlan Financial's portfolio in Q2 2026, its #41 holding.
LifePlan Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.