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

Planning Strategies’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 		$1.71M Sell
21,785
-261
-1% -$21.2K 1.01% 20
2026
Q2 		$1.78M Buy
+22,046
New +$1.71M 1.11% 19

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Planning Strategies's VO Position: Q3 2026 in Review

Planning Strategies reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.2% in Q3 2026, selling an estimated $21.2K and leaving 21,785 shares worth $1.71M. The position accounts for 1.01% of the portfolio, ranked #20.

Planning Strategies first reported a position in VO in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.78M in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Planning Strategies held 21,785 shares of Vanguard Morningstar Mid-Cap ETF worth $1.71M as of Q3 2026.
  • Planning Strategies sold 261 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $21.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.01% of Planning Strategies's portfolio in Q3 2026, its #20 holding.
  • Planning Strategies first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Vanguard Morningstar Mid-Cap ETF position peaked at $1.78M in Q2 2026.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.