PIFP
VO icon

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

Partners in 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
Q1 		$4.04M Sell
56,320
-328
-0.6% -$24.4K 0.67% 20
2025
Q4 		$4.11M Buy
56,648
+196
+0.3% +$14.3K 0.7% 20
2025
Q3 		$4.15M Sell
56,452
-780
-1% -$56K 0.72% 21
2025
Q2 		$4M Hold
57,232
– – 0.74% 21
2025
Q1 		$3.7M Buy
57,232
+192
+0.3% +$12.9K 0.74% 19
2024
Q4 		$3.77M Buy
57,040
+136
+0.2% +$9.23K 0.77% 19
2024
Q3 		$3.75M Sell
56,904
-1,092
-2% -$68.6K 0.76% 19
2024
Q2 		$3.51M Sell
57,996
-84
-0.1% -$5.11K 0.76% 19
2024
Q1 		$3.63M Buy
58,080
+28
+0% +$1.66K 0.81% 18
2023
Q4 		$3.38M Sell
58,052
-4,176
-7% -$223K 0.79% 18
2023
Q3 		$3.24M Buy
62,228
+72
+0.1% +$3.95K 0.83% 17
2023
Q2 		$3.42M Buy
62,156
+76
+0.1% +$3.98K 0.87% 17
2023
Q1 		$3.27M Sell
62,080
-12
-0% -$638 0.86% 17
2022
Q4 		$3.15M Buy
62,092
+180
+0.3% +$9.17K 0.87% 17
2022
Q3 		$3.25M Buy
61,912
+14,192
+30% +$742K 0.93% 16
2022
Q2 		$2.59M Buy
47,720
+228
+0.5% +$12.3K 0.82% 18
2022
Q1 		$2.69M Buy
47,492
+36
+0.1% +$2.11K 0.85% 17
2021
Q4 		$2.78M Sell
47,456
-8,864
-16% -$556K 0.85% 17
2021
Q3 		$3.33M Buy
56,320
+16
+0% +$967 1.04% 16
2021
Q2 		$3.34M Buy
+56,304
New +$3.26M 1.05% 16

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Partners in Financial Planning's VO Position: Q1 2026 in Review

Partners in Financial Planning reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.58% in Q1 2026, selling an estimated $24.4K and leaving 56,320 shares worth $4.04M. The position accounts for 0.67% of the portfolio, ranked #20.

Partners in Financial Planning first reported a position in VO in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.15M in Q3 2025. 2,392 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Partners in Financial Planning held 56,320 shares of Vanguard Morningstar Mid-Cap ETF worth $4.04M as of Q1 2026.
  • Partners in Financial Planning sold 328 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $24.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.67% of Partners in Financial Planning's portfolio in Q1 2026, its #20 holding.
  • Partners in Financial Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Partners in Financial Planning's Vanguard Morningstar Mid-Cap ETF position peaked at $4.15M in Q3 2025.
  • 2,392 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.