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Sensible Financial Planning & Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sensible Financial Planning & Management’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
2025
Q3 		$3.14M Sell
42,736
-1,032
-2% -$74.1K 0.57% 21
2025
Q2 		$3.06M Sell
43,768
-776
-2% -$50.9K 0.58% 20
2025
Q1 		$2.88M Buy
+44,544
New +$2.99M 0.57% 22
2024
Q4 		– Sell
-34,520
Closed -$2.28M – 48
2024
Q3 		$2.28M Buy
+34,520
New +$2.17M 0.45% 24
2022
Q4 		– Sell
-32,156
Closed -$1.51M – 45
2022
Q3 		$1.51M Buy
32,156
+1,700
+6% +$88.8K 0.39% 24
2022
Q2 		$1.5M Buy
30,456
+2,008
+7% +$108K 0.38% 27
2022
Q1 		$1.69M Buy
28,448
+2,836
+11% +$166K 0.45% 26
2021
Q4 		$1.63M Buy
25,612
+3,272
+15% +$205K 0.46% 27
2021
Q3 		$1.32M Buy
22,340
+1,024
+5% +$61.9K 0.43% 28
2021
Q2 		$1.26M Sell
21,316
-2,800
-12% -$162K 0.43% 29
2021
Q1 		$1.33M Buy
24,116
+4,276
+22% +$232K 0.49% 27
2020
Q4 		$1.03M Sell
19,840
-1,832
-8% -$88.7K 0.38% 30
2020
Q3 		$955K Buy
21,672
+5,984
+38% +$261K 0.39% 27
2020
Q2 		$643K Buy
+15,688
New +$601K 0.28% 28

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sensible Financial Planning & Management's VO Position: Q3 2025 in Review

Sensible Financial Planning & Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.4% in Q3 2025, selling an estimated $74.1K and leaving 42,736 shares worth $3.14M. The position accounts for 0.57% of the portfolio, ranked #21.

Sensible Financial Planning & Management first reported a position in VO in Q2 2020 and has held it in 14 quarters since. 2,219 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Sensible Financial Planning & Management held 42,736 shares of Vanguard Morningstar Mid-Cap ETF worth $3.14M as of Q3 2025.
  • Sensible Financial Planning & Management sold 1,032 Vanguard Morningstar Mid-Cap ETF shares in Q3 2025, an estimated $74.1K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.57% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #21 holding.
  • Sensible Financial Planning & Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 14 quarters since.
  • 2,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.