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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

OFC Financial Planning's VO Position: Q2 2026 in Review

OFC Financial Planning increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.7% in Q2 2026, buying an estimated $143K and bringing the position to 29,432 shares worth $2.37M. The position accounts for 2.11% of the portfolio, ranked #9.

OFC Financial Planning first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 1,813 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • OFC Financial Planning held 29,432 shares of Vanguard Morningstar Mid-Cap ETF worth $2.37M as of Q2 2026.
  • OFC Financial Planning bought 1,840 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $143K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.11% of OFC Financial Planning's portfolio in Q2 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 7 quarters since.
  • 1,813 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.