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

OFC Financial 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 Q3	$2.32M	Buy	29,578 +146	+0.5%	+$11.9K	1.99%	9
2026 Q2	$2.37M	Buy	29,432 +1,840	+7%	+$143K	2.11%	9
2026 Q1	$1.98M	Sell	27,592 -168	-0.6%	-$12.5K	1.95%	10
2025 Q4	$2.01M	Buy	27,760 +1,784	+7%	+$130K	1.91%	10
2025 Q3	$1.91M	Sell	25,976 -624	-2%	-$44.8K	1.89%	10
2025 Q2	$1.86M	Buy	26,600 +452	+2%	+$29.7K	1.98%	9
2025 Q1	$1.69M	Sell	26,148 -548	-2%	-$36.8K	1.91%	12
2024 Q4	$1.76M	Buy	+26,696	New	+$1.81M	1.86%	11

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

OFC Financial Planning's VO Position: Q3 2026 in Review

OFC Financial Planning increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.5% in Q3 2026, buying an estimated $11.9K and bringing the position to 29,578 shares worth $2.32M. The position accounts for 1.99% of the portfolio, ranked #9.

OFC Financial Planning first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.37M in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

OFC Financial Planning held 29,578 shares of Vanguard Morningstar Mid-Cap ETF worth $2.32M as of Q3 2026.
OFC Financial Planning bought 146 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $11.9K.
Vanguard Morningstar Mid-Cap ETF made up 1.99% of OFC Financial Planning's portfolio in Q3 2026, its #9 holding.
OFC Financial Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
OFC Financial Planning's Vanguard Morningstar Mid-Cap ETF position peaked at $2.37M in Q2 2026.
2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.