Northeast Planning Associates NH’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Northeast Planning Associates NH’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	$290K	Hold	3,772	–	–	0.22%	53
2026 Q1	$271K	Hold	3,772	–	–	0.18%	43
2025 Q4	$274K	Hold	3,772	–	–	0.19%	41
2025 Q3	$277K	Hold	3,772	–	–	0.24%	38
2025 Q2	$264K	Hold	3,772	–	–	0.24%	39
2025 Q1	$244K	Sell	3,772 -24	-0.6%	-$1.61K	0.2%	42
2024 Q4	$251K	Buy	+3,796	New	+$258K	0.26%	42

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Northeast Planning Associates NH's VO Position: Q2 2026 in Review

Northeast Planning Associates NH held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,772 shares worth $290K. The position accounts for 0.22% of the portfolio, ranked #53.

Northeast Planning Associates NH first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 1,330 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Northeast Planning Associates NH held 3,772 shares of Vanguard Morningstar Mid-Cap ETF worth $290K as of Q2 2026.
Northeast Planning Associates NH left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.22% of Northeast Planning Associates NH's portfolio in Q2 2026, its #53 holding.
Northeast Planning Associates NH first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.