Midwest Professional Planners Ltd (MPPL)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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	$329K	Sell	4,082 -126	-3%	-$9.77K	0.06%	118
2026 Q1	$302K	Sell	4,208 -76	-2%	-$5.65K	0.07%	128
2025 Q4	$311K	Buy	4,284 +24	+0.6%	+$1.75K	0.07%	131
2025 Q3	$313K	Sell	4,260 -240	-5%	-$17.2K	0.08%	137
2025 Q2	$315K	Sell	4,500 -76	-2%	-$4.99K	0.08%	135
2025 Q1	$296K	Sell	4,576 -152	-3%	-$10.2K	0.09%	141
2024 Q4	$312K	Hold	4,728	–	–	0.09%	142
2024 Q3	$312K	Hold	4,728	–	–	0.1%	143
2024 Q2	$286K	Hold	4,728	–	–	0.1%	139
2024 Q1	$295K	Sell	4,728 -252	-5%	-$14.9K	0.1%	134
2023 Q4	$290K	Hold	4,980	–	–	0.12%	115
2023 Q3	$259K	Hold	4,980	–	–	0.12%	112
2023 Q2	$274K	Hold	4,980	–	–	0.12%	109
2023 Q1	$263K	Hold	4,980	–	–	0.13%	109
2022 Q4	$254K	Sell	4,980 -188	-4%	-$9.58K	0.14%	112
2022 Q3	$243K	Buy	5,168 +188	+4%	+$9.82K	0.15%	102
2022 Q2	$245K	Hold	4,980	–	–	0.14%	101
2022 Q1	$296K	Hold	4,980	–	–	0.15%	102
2021 Q4	$317K	Hold	4,980	–	–	0.15%	99
2021 Q3	$295K	Hold	4,980	–	–	0.16%	102
2021 Q2	$296K	Buy	+4,980	New	+$289K	0.15%	102
2021 Q1	–	Sell	-4,980	Closed	-$257K	–	119
2020 Q4	$257K	Hold	4,980	–	–	0.16%	100
2020 Q3	$219K	Hold	4,980	–	–	0.15%	99
2020 Q2	$204K	Buy	+4,980	New	+$191K	0.16%	101
2020 Q1	–	Sell	-28,056	Closed	-$309K	–	92
2019 Q4	$309K	Buy	28,056 +23,076	+463%	+$991K	0.25%	76
2019 Q3	$209K	Buy	+4,980	New	+$208K	0.19%	90

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

Midwest Professional Planners Ltd (MPPL)'s VO Position: Q2 2026 in Review

Midwest Professional Planners Ltd (MPPL) reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3% in Q2 2026, selling an estimated $9.77K and leaving 4,082 shares worth $329K. The position accounts for 0.06% of the portfolio, ranked #118.

Midwest Professional Planners Ltd (MPPL) first reported a position in VO in Q3 2019 and has held it in 26 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Midwest Professional Planners Ltd (MPPL) held 4,082 shares of Vanguard Morningstar Mid-Cap ETF worth $329K as of Q2 2026.
Midwest Professional Planners Ltd (MPPL) sold 126 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $9.77K.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #118 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2019 and has held it in 26 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2026, filed 5 Aug 2026.