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

Peak Retirement 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 		$1.96M Sell
24,386
-65,670
-73% -$5.09M 0.31% 77
2026
Q1 		$6.47M Buy
90,056
+68,404
+316% +$5.08M 1.29% 18
2025
Q4 		$1.57M Buy
21,652
+8,220
+61% +$598K 0.37% 75
2025
Q3 		$986K Buy
13,432
+1,760
+15% +$126K 0.28% 77
2025
Q2 		$817K Sell
11,672
-38,964
-77% -$2.56M 0.33% 75
2025
Q1 		$3.27M Buy
50,636
+41,372
+447% +$2.78M 1.82% 13
2024
Q4 		$611K Buy
+9,264
New +$629K 0.41% 75

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Peak Retirement Planning's VO Position: Q2 2026 in Review

Peak Retirement Planning reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 73% in Q2 2026, selling an estimated $5.09M and leaving 24,386 shares worth $1.96M. The position accounts for 0.31% of the portfolio, ranked #77.

Peak Retirement Planning first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.47M in Q1 2026. 2,468 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Peak Retirement Planning held 24,386 shares of Vanguard Morningstar Mid-Cap ETF worth $1.96M as of Q2 2026.
  • Peak Retirement Planning sold 65,670 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $5.09M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.31% of Peak Retirement Planning's portfolio in Q2 2026, its #77 holding.
  • Peak Retirement Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Peak Retirement Planning's Vanguard Morningstar Mid-Cap ETF position peaked at $6.47M in Q1 2026.
  • 2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.