Plan A Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Plan A Wealth’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 Q3	$767K	Sell	9,785 -518	-5%	-$42.1K	0.27%	49
2026 Q2	$830K	Sell	10,303 -2,029	-16%	-$157K	0.35%	37
2026 Q1	$886K	Sell	12,332 -1,060	-8%	-$78.8K	0.42%	28
2025 Q4	$972K	Sell	13,392 -1,552	-10%	-$113K	0.48%	23
2025 Q3	$1.1M	Sell	14,944 -9,664	-39%	-$694K	0.56%	19
2025 Q2	$1.72M	Sell	24,608 -14,388	-37%	-$944K	0.98%	18
2025 Q1	$2.52M	Sell	38,996 -11,136	-22%	-$747K	1.95%	12
2024 Q4	$3.31M	Buy	+50,132	New	+$3.4M	3.03%	5

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Plan A Wealth's VO Position: Q3 2026 in Review

Plan A Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5% in Q3 2026, selling an estimated $42.1K and leaving 9,785 shares worth $767K. The position accounts for 0.27% of the portfolio, ranked #49.

Plan A Wealth first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.31M in Q4 2024. 265 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Plan A Wealth held 9,785 shares of Vanguard Morningstar Mid-Cap ETF worth $767K as of Q3 2026.
Plan A Wealth sold 518 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $42.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.27% of Plan A Wealth's portfolio in Q3 2026, its #49 holding.
Plan A Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Plan A Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $3.31M in Q4 2024.
265 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.