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

PDS 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	$77.5M	Buy	962,079 +28,995	+3%	+$2.25M	4.49%	4
2026 Q1	$67M	Buy	933,084 +21,952	+2%	+$1.63M	4.42%	4
2025 Q4	$66.1M	Buy	911,132 +15,652	+2%	+$1.14M	4.42%	4
2025 Q3	$65.8M	Buy	895,480 +19,148	+2%	+$1.38M	4.55%	4
2025 Q2	$61.3M	Buy	876,332 +46,032	+6%	+$3.02M	4.57%	4
2025 Q1	$53.7M	Buy	830,300 +19,864	+2%	+$1.33M	4.53%	4
2024 Q4	$53.5M	Buy	810,436 +12,792	+2%	+$868K	4.75%	4
2024 Q3	$52.6M	Buy	797,644 +646,000	+426%	+$40.6M	4.72%	4
2024 Q2	$9.18M	Buy	151,644 +8,948	+6%	+$544K	0.93%	22
2024 Q1	$8.91M	Buy	142,696 +1,644	+1%	+$97.2K	0.94%	22
2023 Q4	$8.2M	Buy	141,052 +12,900	+10%	+$689K	0.93%	22
2023 Q3	$6.67M	Buy	128,152 +9,668	+8%	+$530K	0.86%	24
2023 Q2	$6.52M	Buy	118,484 +2,636	+2%	+$138K	0.83%	25
2023 Q1	$6.11M	Buy	115,848 +2,384	+2%	+$127K	0.84%	25
2022 Q4	$5.78M	Buy	113,464 +8,892	+9%	+$453K	0.92%	26
2022 Q3	$4.91M	Buy	104,572 +3,100	+3%	+$162K	0.89%	25
2022 Q2	$5M	Buy	101,472 +13,544	+15%	+$732K	0.9%	25
2022 Q1	$5.23M	Buy	87,928 +15,928	+22%	+$934K	0.92%	22
2021 Q4	$4.59M	Sell	72,000 -11,544	-14%	-$724K	0.88%	23
2021 Q3	$4.95M	Sell	83,544 -1,776	-2%	-$107K	1.14%	17
2021 Q2	$5.06M	Sell	85,320 -4,976	-6%	-$288K	1.23%	17
2021 Q1	$5M	Sell	90,296 -620	-0.7%	-$33.6K	1.45%	17
2020 Q4	$4.7M	Buy	90,916 +2,456	+3%	+$119K	1.61%	16
2020 Q3	$3.9M	Buy	88,460 +1,012	+1%	+$44.1K	1.59%	16
2020 Q2	$3.58M	Buy	87,448 +50,136	+134%	+$1.92M	1.62%	17
2020 Q1	$1.23M	Buy	37,312 +16,524	+79%	+$684K	0.78%	32
2019 Q4	$926K	Buy	20,788 +5,788	+39%	+$249K	0.58%	34
2019 Q3	$628K	Buy	15,000 +9,740	+185%	+$407K	0.44%	43
2019 Q2	$220K	Buy	+5,260	New	+$215K	0.16%	77

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PDS Planning's VO Position: Q2 2026 in Review

PDS Planning increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.1% in Q2 2026, buying an estimated $2.25M and bringing the position to 962,079 shares worth $77.5M. The position accounts for 4.49% of the portfolio, ranked #4.

PDS Planning first reported a position in VO in Q2 2019 and has held it in 29 quarters since. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

PDS Planning held 962,079 shares of Vanguard Morningstar Mid-Cap ETF worth $77.5M as of Q2 2026.
PDS Planning bought 28,995 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.25M.
Vanguard Morningstar Mid-Cap ETF made up 4.49% of PDS Planning's portfolio in Q2 2026, its #4 holding.
PDS Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and has held it in 29 quarters since.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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