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

Strategic 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	$314K	Buy	+3,900	New	+$302K	0.16%	36
2026 Q1	–	Sell	-3,900	Closed	-$283K	–	62
2025 Q4	$283K	Hold	3,900	–	–	0.16%	34
2025 Q3	$286K	Hold	3,900	–	–	0.17%	33
2025 Q2	$273K	Hold	3,900	–	–	0.17%	34
2025 Q1	$252K	Hold	3,900	–	–	0.17%	34
2024 Q4	$258K	Hold	3,900	–	–	0.18%	34
2024 Q3	$257K	Hold	3,900	–	–	0.17%	35
2024 Q2	$236K	Hold	3,900	–	–	0.17%	33
2024 Q1	$244K	Hold	3,900	–	–	0.18%	33
2023 Q4	$227K	Hold	3,900	–	–	0.18%	34
2023 Q3	$203K	Hold	3,900	–	–	0.19%	30
2023 Q2	$215K	Hold	3,900	–	–	0.19%	31
2023 Q1	$206K	Buy	+3,900	New	+$207K	0.19%	32

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

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

Strategic Financial Planning opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 3,900 shares worth $314K. The stake represents 0.16% of the portfolio and ranks #36 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in VO as recently as Q4 2025.

Strategic Financial Planning first reported a position in VO in Q1 2023 and has held it in 13 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Strategic Financial Planning held 3,900 shares of Vanguard Morningstar Mid-Cap ETF worth $314K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Strategic Financial Planning position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.16% of Strategic Financial Planning's portfolio in Q2 2026, its #36 holding.
Strategic Financial Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.