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 Q3	$1.13M	Hold	13,904	–	–	0.22%	84
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

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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

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

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

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Plan Group Financial's VO Position: Q3 2026 in Review

Plan Group Financial held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 13,904 shares worth $1.13M. The position accounts for 0.22% of the portfolio, ranked #84.

Plan Group Financial first reported a position in VO in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.85M in Q2 2022. 989 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Plan Group Financial held 13,904 shares of Vanguard Morningstar Mid-Cap ETF worth $1.13M as of Q3 2026.
Plan Group Financial left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.22% of Plan Group Financial's portfolio in Q3 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 13 quarters since.
Plan Group Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $2.85M in Q2 2022.
989 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.