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

Prosperity Planning’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	$361K	Sell	4,608 -10	-0.2%	-$813	0.08%	96
2026 Q2	$372K	Sell	4,618 -34	-0.7%	-$2.64K	0.09%	89
2026 Q1	$334K	Hold	4,652	–	–	0.08%	94
2025 Q4	$338K	Hold	4,652	–	–	0.09%	90
2025 Q3	$342K	Sell	4,652 -72	-2%	-$5.17K	0.09%	88
2025 Q2	$330K	Hold	4,724	–	–	0.1%	90
2025 Q1	$305K	Hold	4,724	–	–	0.1%	86
2024 Q4	$312K	Sell	4,724 -76	-2%	-$5.16K	0.1%	87
2024 Q3	$317K	Buy	4,800 +248	+5%	+$15.6K	0.1%	89
2024 Q2	$276K	Hold	4,552	–	–	0.09%	90
2024 Q1	$284K	Sell	4,552 -60	-1%	-$3.55K	0.1%	85
2023 Q4	$268K	Buy	4,612 +48	+1%	+$2.56K	0.1%	84
2023 Q3	$238K	Sell	4,564 -4	-0.1%	-$219	0.1%	81
2023 Q2	$251K	Hold	4,568	–	–	0.1%	81
2023 Q1	$241K	Hold	4,568	–	–	0.11%	79
2022 Q4	$233K	Hold	4,568	–	–	0.12%	73
2022 Q3	$215K	Hold	4,568	–	–	0.11%	81
2022 Q2	$225K	Hold	4,568	–	–	0.12%	71
2022 Q1	$272K	Hold	4,568	–	–	0.13%	64
2021 Q4	$291K	Sell	4,568 -48	-1%	-$3.01K	0.15%	61
2021 Q3	$273K	Hold	4,616	–	–	0.15%	66
2021 Q2	$274K	Sell	4,616 -28	-0.6%	-$1.62K	0.17%	63
2021 Q1	$257K	Sell	4,644 -28	-0.6%	-$1.52K	0.18%	65
2020 Q4	$242K	Buy	+4,672	New	+$226K	0.21%	61

Other funds holding VO

BTCPP

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

SWM

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

MPWT

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

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

AWM

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Planning's VO Position: Q3 2026 in Review

Prosperity Planning reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.22% in Q3 2026, selling an estimated $813 and leaving 4,608 shares worth $361K. The position accounts for 0.08% of the portfolio, ranked #96.

Prosperity Planning first reported a position in VO in Q4 2020 and has held it in 24 quarters since. The position peaked at $372K in Q2 2026. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Prosperity Planning held 4,608 shares of Vanguard Morningstar Mid-Cap ETF worth $361K as of Q3 2026.
Prosperity Planning sold 10 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $813.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of Prosperity Planning's portfolio in Q3 2026, its #96 holding.
Prosperity Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
Prosperity Planning's Vanguard Morningstar Mid-Cap ETF position peaked at $372K in Q2 2026.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.