Next Level Wealth Planning’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Next Level Wealth 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 Q2	$21.4M	Buy	266,078 +12,502	+5%	+$969K	9.44%	3
2026 Q1	$18.2M	Buy	253,576 +6,620	+3%	+$492K	9.35%	3
2025 Q4	$17.9M	Buy	246,956 +7,024	+3%	+$511K	9.54%	3
2025 Q3	$17.6M	Buy	239,932 +13,520	+6%	+$971K	9.95%	3
2025 Q2	$15.8M	Buy	226,412 +22,600	+11%	+$1.48M	10.14%	3
2025 Q1	$13.2M	Buy	203,812 +13,108	+7%	+$880K	9.98%	2
2024 Q4	$12.6M	Buy	+190,704	New	+$12.9M	9.91%	2

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

Next Level Wealth Planning's VO Position: Q2 2026 in Review

Next Level Wealth Planning increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.9% in Q2 2026, buying an estimated $969K and bringing the position to 266,078 shares worth $21.4M. The position accounts for 9.44% of the portfolio, ranked #3.

Next Level Wealth Planning first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Next Level Wealth Planning held 266,078 shares of Vanguard Morningstar Mid-Cap ETF worth $21.4M as of Q2 2026.
Next Level Wealth Planning bought 12,502 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $969K.
Vanguard Morningstar Mid-Cap ETF made up 9.44% of Next Level Wealth Planning's portfolio in Q2 2026, its #3 holding.
Next Level Wealth Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.