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Planning Project LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Planning Project LLC’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 		$1.5M Buy
+18,239
New +$1.41M 0.3% 14
2025
Q4 		$1.3M Buy
+17,940
New +$1.31M 0.33% 13

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Planning Project LLC's VO Position: Q2 2026 in Review

Planning Project LLC opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 18,239 shares worth $1.5M. The stake represents 0.3% of the portfolio and ranks #14 among its holdings. This is a return to the name: Planning Project LLC previously reported a position in VO as recently as Q4 2025.

Planning Project LLC first reported a position in VO in Q4 2025 and has held it in 2 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Planning Project LLC held 18,239 shares of Vanguard Morningstar Mid-Cap ETF worth $1.5M as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Planning Project LLC position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.3% of Planning Project LLC's portfolio in Q2 2026, its #14 holding.
  • Planning Project LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Planning Project LLC's 13F filing for Q2 2026, filed 1 Sep 2026.