Plan Group Financial’s Vanguard 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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Plan Group Financial's VO Position: Q1 2026 in Review

Plan Group Financial increased its Vanguard Mid-Cap ETF (VO) stake by 0.09% in Q1 2026, buying an estimated $892 and bringing the position to 14,044 shares worth $1.01M. The position accounts for 0.24% of the portfolio, ranked #91.

Plan Group Financial first reported a position in VO in Q2 2022 and has held it in 11 quarters since. The position peaked at $2.85M in Q2 2022. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Plan Group Financial held 14,044 shares of Vanguard Mid-Cap ETF worth $1.01M as of Q1 2026.
Plan Group Financial bought 12 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $892.
Vanguard Mid-Cap ETF made up 0.24% of Plan Group Financial's portfolio in Q1 2026, its #91 holding.
Plan Group Financial first reported a position in Vanguard Mid-Cap ETF in Q2 2022 and has held it in 11 quarters since.
Plan Group Financial's Vanguard Mid-Cap ETF position peaked at $2.85M in Q2 2022.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.