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 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

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

Plan A Wealth's VO Position: Q2 2026 in Review

Plan A Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 16% in Q2 2026, selling an estimated $157K and leaving 10,303 shares worth $830K. The position accounts for 0.35% of the portfolio, ranked #37.

Plan A Wealth first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.31M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Plan A Wealth held 10,303 shares of Vanguard Morningstar Mid-Cap ETF worth $830K as of Q2 2026.
Plan A Wealth sold 2,029 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $157K.
Vanguard Morningstar Mid-Cap ETF made up 0.35% of Plan A Wealth's portfolio in Q2 2026, its #37 holding.
Plan A Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Plan A Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $3.31M in Q4 2024.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.