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

Valtinson Bruner 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 		$4.03M Buy
50,001
+2,281
+5% +$177K 1.01% 19
2026
Q1 		$3.43M Buy
47,720
+2,024
+4% +$150K 0.94% 22
2025
Q4 		$3.32M Sell
45,696
-400
-0.9% -$29.1K 0.95% 21
2025
Q3 		$3.39M Buy
46,096
+1,412
+3% +$101K 1% 21
2025
Q2 		$3.13M Buy
44,684
+2,104
+5% +$138K 0.98% 22
2025
Q1 		$2.75M Buy
42,580
+768
+2% +$51.5K 0.93% 22
2024
Q4 		$2.76M Sell
41,812
-248
-0.6% -$16.8K 0.96% 25
2024
Q3 		$2.77M Buy
42,060
+4,332
+11% +$272K 0.97% 23
2024
Q2 		$2.28M Buy
37,728
+624
+2% +$37.9K 0.91% 32
2024
Q1 		$2.32M Buy
37,104
+10,328
+39% +$610K 0.99% 30
2023
Q4 		$1.56M Buy
26,776
+172
+0.6% +$9.19K 0.8% 39
2023
Q3 		$1.39M Buy
26,604
+1,028
+4% +$56.4K 0.76% 43
2023
Q2 		$1.41M Sell
25,576
-1,988
-7% -$104K 0.76% 45
2023
Q1 		$1.45M Sell
27,564
-776
-3% -$41.3K 0.83% 37
2022
Q4 		$1.5M Sell
28,340
-80
-0.3% -$4.08K 0.87% 38
2022
Q3 		$1.34M Buy
28,420
+1,632
+6% +$85.3K 0.82% 41
2022
Q2 		$1.32M Buy
26,788
+3,344
+14% +$181K 0.8% 41
2022
Q1 		$1.36M Buy
23,444
+2,560
+12% +$150K 0.78% 43
2021
Q4 		$1.33M Sell
20,884
-276
-1% -$17.3K 0.73% 44
2021
Q3 		$1.33M Buy
21,160
+2,472
+13% +$149K 0.73% 42
2021
Q2 		$1.11M Buy
18,688
+8,932
+92% +$518K 0.64% 42
2021
Q1 		$562K Buy
9,756
+3,864
+66% +$210K 0.33% 48
2020
Q4 		$312K Buy
5,892
+1,316
+29% +$63.7K 0.2% 64
2020
Q3 		$205K Buy
+4,576
New +$199K 0.14% 70
2020
Q2 		– Sell
-7,136
Closed -$262K – 83
2020
Q1 		$262K Buy
7,136
+952
+15% +$39.4K 0.21% 57
2019
Q4 		$276K Buy
+6,184
New +$266K 0.2% 60

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

Valtinson Bruner Financial Planning's VO Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.8% in Q2 2026, buying an estimated $177K and bringing the position to 50,001 shares worth $4.03M. The position accounts for 1.01% of the portfolio, ranked #19.

Valtinson Bruner Financial Planning first reported a position in VO in Q4 2019 and has held it in 26 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Valtinson Bruner Financial Planning held 50,001 shares of Vanguard Morningstar Mid-Cap ETF worth $4.03M as of Q2 2026.
  • Valtinson Bruner Financial Planning bought 2,281 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $177K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.01% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #19 holding.
  • Valtinson Bruner Financial Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.