Obsidian Personal Planning Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History

Obsidian Personal Planning Solutions’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 Q3	$342K	Hold	4,708	–	–	0.12%	73
2025 Q2	$329K	Hold	4,708	–	–	0.13%	69
2025 Q1	$301K	Sell	4,708 -136	-3%	-$9.13K	0.13%	70
2024 Q4	$334K	Hold	4,844	–	–	0.16%	59
2024 Q3	$318K	Buy	4,844 +12	+0.2%	+$753	0.17%	59
2024 Q2	$292K	Buy	4,832 +816	+20%	+$49.6K	0.18%	66
2024 Q1	$239K	Buy	+4,016	New	+$237K	0.16%	77

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Obsidian Personal Planning Solutions's VO Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2025 at 4,708 shares worth $342K. The position accounts for 0.12% of the portfolio, ranked #73.

Obsidian Personal Planning Solutions first reported a position in VO in Q1 2024 and has held it in 7 quarters since. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

Obsidian Personal Planning Solutions held 4,708 shares of Vanguard Mid-Cap ETF worth $342K as of Q3 2025.
Obsidian Personal Planning Solutions left its Vanguard Mid-Cap ETF share count unchanged in Q3 2025.
Vanguard Mid-Cap ETF made up 0.12% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #73 holding.
Obsidian Personal Planning Solutions first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 7 quarters since.
2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.