Plan Group Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Plan Group Financial’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	$1.12M	Sell	13,904 -140	-1%	-$10.9K	0.23%	84
2026 Q1	$1.01M	Buy	14,044 +12	+0.1%	+$892	0.24%	91
2025 Q4	$1.02M	Buy	14,032 +164	+1%	+$11.9K	0.26%	85
2025 Q3	$1.02M	Hold	13,868	–	–	0.27%	91
2025 Q2	$970K	Buy	13,868 +20	+0.1%	+$1.31K	0.32%	81
2025 Q1	$895K	Buy	13,848 +1,204	+10%	+$80.8K	0.32%	71
2024 Q4	$835K	Hold	12,644	–	–	0.44%	55
2024 Q3	$834K	Sell	12,644 -1,236	-9%	-$77.6K	0.44%	53
2024 Q2	$840K	Buy	13,880 +20	+0.1%	+$1.22K	0.51%	43
2024 Q1	$866K	Buy	+13,860	New	+$819K	0.57%	36
2023 Q4	–	Sell	-17,440	Closed	-$908K	–	79
2023 Q3	$908K	Buy	+17,440	New	+$956K	0.65%	29
2022 Q2	$2.85M	Buy	+57,836	New	+$3.12M	4.9%	6

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 Group Financial's VO Position: Q2 2026 in Review

Plan Group Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1% in Q2 2026, selling an estimated $10.9K and leaving 13,904 shares worth $1.12M. The position accounts for 0.23% of the portfolio, ranked #84.

Plan Group Financial first reported a position in VO in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.85M in Q2 2022. 2,483 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Plan Group Financial held 13,904 shares of Vanguard Morningstar Mid-Cap ETF worth $1.12M as of Q2 2026.
Plan Group Financial sold 140 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $10.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.23% of Plan Group Financial's portfolio in Q2 2026, its #84 holding.
Plan Group Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 12 quarters since.
Plan Group Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $2.85M in Q2 2022.
2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.