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Total Wealth Planning’s Vanguard Mid-Cap ETF VO Stock Holding History

Total Wealth 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
2025
Q4 		– Sell
-3,428
Closed -$252K – 103
2025
Q3 		$252K Buy
3,428
+136
+4% +$9.77K 0.03% 103
2025
Q2 		$230K Buy
+3,292
New +$216K 0.03% 100
2022
Q3 		– Sell
-5,596
Closed -$276K – 88
2022
Q2 		$276K Sell
5,596
-716
-11% -$38.7K 0.08% 71
2022
Q1 		$375K Buy
+6,312
New +$370K 0.1% 63

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
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
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

Total Wealth Planning's VO Position: Q4 2025 in Review

Total Wealth Planning sold out of Vanguard Mid-Cap ETF (VO) in Q4 2025, closing a stake of 3,428 shares — an estimated $252K sold.

Total Wealth Planning first reported a position in VO in Q1 2022 and held it in 4 quarters. The position peaked at $375K in Q1 2022. 2,368 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Total Wealth Planning reported no remaining Vanguard Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 3,428 Vanguard Mid-Cap ETF shares in Q4 2025, an estimated $252K.
  • Total Wealth Planning first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and held it in 4 quarters.
  • Total Wealth Planning's Vanguard Mid-Cap ETF position peaked at $375K in Q1 2022.
  • 2,368 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.