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Retirement Planning Group (Kansas)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Retirement Planning Group (Kansas)’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
Q1 		$5.86M Buy
81,628
+6,656
+9% +$495K 0.18% 54
2025
Q4 		$5.44M Sell
74,972
-2,880
-4% -$210K 0.18% 51
2025
Q3 		$5.72M Sell
77,852
-376
-0.5% -$27K 0.2% 51
2025
Q2 		$5.47M Sell
78,228
-3,704
-5% -$243K 0.23% 41
2025
Q1 		$5.3M Sell
81,932
-3,132
-4% -$210K 0.25% 37
2024
Q4 		$5.62M Sell
85,064
-36,284
-30% -$2.46M 0.28% 36
2024
Q3 		$8M Buy
121,348
+69,708
+135% +$4.38M 0.44% 31
2024
Q2 		$3.13M Sell
51,640
-1,644
-3% -$99.9K 0.2% 50
2024
Q1 		$3.33M Buy
53,284
+37,676
+241% +$2.23M 0.25% 45
2023
Q4 		$908K Buy
15,608
+5,956
+62% +$318K 0.08% 84
2023
Q3 		$503K Buy
9,652
+1,752
+22% +$96.1K 0.05% 99
2023
Q2 		$435K Buy
7,900
+172
+2% +$9.02K 0.04% 112
2023
Q1 		$408K Buy
7,728
+1,632
+27% +$86.8K 0.04% 104
2022
Q4 		$311K Buy
+6,096
New +$311K 0.04% 112
2022
Q3 		– Sell
-4,452
Closed -$219K – 138
2022
Q2 		$219K Sell
4,452
-1,384
-24% -$74.8K 0.03% 105
2022
Q1 		$347K Sell
5,836
-804
-12% -$47.2K 0.04% 83
2021
Q4 		$423K Buy
6,640
+348
+6% +$21.8K 0.04% 76
2021
Q3 		$372K Buy
6,292
+160
+3% +$9.67K 0.04% 65
2021
Q2 		$364K Buy
6,132
+652
+12% +$37.8K 0.04% 64
2021
Q1 		$303K Buy
5,480
+260
+5% +$14.1K 0.04% 53
2020
Q4 		$270K Buy
+5,220
New +$253K 0.04% 54

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Retirement Planning Group (Kansas)'s VO Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.9% in Q1 2026, buying an estimated $495K and bringing the position to 81,628 shares worth $5.86M. The position accounts for 0.18% of the portfolio, ranked #54.

Retirement Planning Group (Kansas) first reported a position in VO in Q4 2020 and has held it in 21 quarters since. The position peaked at $8M in Q3 2024. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Retirement Planning Group (Kansas) held 81,628 shares of Vanguard Morningstar Mid-Cap ETF worth $5.86M as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 6,656 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $495K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.18% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #54 holding.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • Retirement Planning Group (Kansas)'s Vanguard Morningstar Mid-Cap ETF position peaked at $8M in Q3 2024.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.