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
2025 Q4	$1.3M	Buy	+17,940	New	+$1.31M	0.33%	13

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Planning Project LLC's VO Position: Q4 2025 in Review

Planning Project LLC opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025: 17,940 shares worth $1.3M. The stake represents 0.33% of the portfolio and ranks #13 among its holdings.

2,371 funds tracked by Wall St. Rank hold VO as of Q4 2025.

Planning Project LLC held 17,940 shares of Vanguard Morningstar Mid-Cap ETF worth $1.3M as of Q4 2025.
Vanguard Morningstar Mid-Cap ETF was a new Planning Project LLC position in Q4 2025.
Vanguard Morningstar Mid-Cap ETF made up 0.33% of Planning Project LLC's portfolio in Q4 2025, its #13 holding.
2,371 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.