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 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

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

Prosperity Planning's VO Position: Q2 2026 in Review

Prosperity Planning reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.73% in Q2 2026, selling an estimated $2.64K and leaving 4,618 shares worth $372K. The position accounts for 0.09% of the portfolio, ranked #89.

Prosperity Planning first reported a position in VO in Q4 2020 and has held it in 23 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Prosperity Planning held 4,618 shares of Vanguard Morningstar Mid-Cap ETF worth $372K as of Q2 2026.
Prosperity Planning sold 34 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.64K.
Vanguard Morningstar Mid-Cap ETF made up 0.09% of Prosperity Planning's portfolio in Q2 2026, its #89 holding.
Prosperity Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.