Phillips Wealth Planners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Phillips Wealth Planners’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	$205K	Buy	+2,539	New	+$197K	0.15%	214

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

Phillips Wealth Planners's VO Position: Q2 2026 in Review

Phillips Wealth Planners opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,539 shares worth $205K. The stake represents 0.15% of the portfolio and ranks #214 among its holdings.

2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Phillips Wealth Planners held 2,539 shares of Vanguard Morningstar Mid-Cap ETF worth $205K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Phillips Wealth Planners position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.15% of Phillips Wealth Planners's portfolio in Q2 2026, its #214 holding.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.