Plotkin Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Plotkin Financial Advisors’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	$276K	Hold	3,428	–	–	0.11%	94
2026 Q1	$246K	Hold	3,428	–	–	0.12%	89
2025 Q4	$249K	Hold	3,428	–	–	0.12%	88
2025 Q3	$252K	Hold	3,428	–	–	0.12%	83
2025 Q2	$240K	Hold	3,428	–	–	0.13%	82
2025 Q1	$222K	Hold	3,428	–	–	0.14%	82
2024 Q4	$226K	Hold	3,428	–	–	0.13%	83
2024 Q3	$226K	Buy	+3,428	New	+$215K	0.14%	84
2024 Q2	–	Sell	-3,272	Closed	-$204K	–	91
2024 Q1	$204K	Buy	+3,272	New	+$193K	0.14%	87
2022 Q1	–	Sell	-3,272	Closed	-$208K	–	93
2021 Q4	$208K	Buy	+3,272	New	+$205K	0.13%	82
2021 Q3	–	Sell	-4,412	Closed	-$262K	–	103
2021 Q2	$262K	Buy	+4,412	New	+$256K	0.14%	82

Other funds holding VO

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Plotkin Financial Advisors's VO Position: Q2 2026 in Review

Plotkin Financial Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,428 shares worth $276K. The position accounts for 0.11% of the portfolio, ranked #94.

Plotkin Financial Advisors first reported a position in VO in Q2 2021 and has held it in 11 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Plotkin Financial Advisors held 3,428 shares of Vanguard Morningstar Mid-Cap ETF worth $276K as of Q2 2026.
Plotkin Financial Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of Plotkin Financial Advisors's portfolio in Q2 2026, its #94 holding.
Plotkin Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 11 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.