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

Sterling Financial 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 		$603K Sell
7,490
-158
-2% -$12.2K 0.16% 68
2026
Q1 		$549K Buy
7,648
+160
+2% +$11.9K 0.16% 70
2025
Q4 		$543K Hold
7,488
– – 0.16% 70
2025
Q3 		$550K Sell
7,488
-136
-2% -$9.77K 0.17% 67
2025
Q2 		$533K Sell
7,624
-32
-0.4% -$2.1K 0.18% 68
2025
Q1 		$495K Buy
7,656
+216
+3% +$14.5K 0.18% 73
2024
Q4 		$491K Sell
7,440
-56
-0.7% -$3.8K 0.18% 73
2024
Q3 		$494K Sell
7,496
-120
-2% -$7.53K 0.18% 74
2024
Q2 		$461K Sell
7,616
-116
-2% -$7.05K 0.19% 75
2024
Q1 		$483K Sell
7,732
-424
-5% -$25.1K 0.2% 73
2023
Q4 		$474K Buy
8,156
+8
+0.1% +$427 0.21% 72
2023
Q3 		$424K Sell
8,148
-524
-6% -$28.7K 0.22% 68
2023
Q2 		$477K Sell
8,672
-288
-3% -$15.1K 0.24% 67
2023
Q1 		$472K Sell
8,960
-1,452
-14% -$77.2K 0.26% 63
2022
Q4 		$531K Sell
10,412
-8
-0.1% -$407 0.32% 58
2022
Q3 		$490K Sell
10,420
-396
-4% -$20.7K 0.34% 55
2022
Q2 		$533K Sell
10,816
-436
-4% -$23.6K 0.37% 47
2022
Q1 		$669K Sell
11,252
-332
-3% -$19.5K 0.42% 44
2021
Q4 		$738K Buy
11,584
+344
+3% +$21.6K 0.46% 40
2021
Q3 		$665K Buy
11,240
+2,292
+26% +$138K 0.42% 40
2021
Q2 		$531K Sell
8,948
-400
-4% -$23.2K 0.34% 45
2021
Q1 		$517K Sell
9,348
-1,012
-10% -$54.9K 0.37% 44
2020
Q4 		$536K Buy
+10,360
New +$502K 0.43% 39

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Sterling Financial Planning's VO Position: Q2 2026 in Review

Sterling Financial Planning reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.1% in Q2 2026, selling an estimated $12.2K and leaving 7,490 shares worth $603K. The position accounts for 0.16% of the portfolio, ranked #68.

Sterling Financial Planning first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $738K in Q4 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Sterling Financial Planning held 7,490 shares of Vanguard Morningstar Mid-Cap ETF worth $603K as of Q2 2026.
  • Sterling Financial Planning sold 158 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $12.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.16% of Sterling Financial Planning's portfolio in Q2 2026, its #68 holding.
  • Sterling Financial Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Sterling Financial Planning's Vanguard Morningstar Mid-Cap ETF position peaked at $738K in Q4 2021.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.