Vertex Planning Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Vertex Planning Partners’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	-6,540	Closed	-$480K	–	198
2025 Q3	$480K	Hold	6,540	–	–	0.09%	116
2025 Q2	$458K	Buy	6,540 +76	+1%	+$4.99K	0.1%	115
2025 Q1	$418K	Buy	6,464 +224	+4%	+$15K	0.09%	117
2024 Q4	$412K	Hold	6,240	–	–	0.09%	124
2024 Q3	$412K	Hold	6,240	–	–	0.1%	106
2024 Q2	$378K	Hold	6,240	–	–	0.1%	105
2024 Q1	$390K	Hold	6,240	–	–	0.11%	108
2023 Q4	$363K	Hold	6,240	–	–	0.11%	106
2023 Q3	$325K	Hold	6,240	–	–	0.11%	98
2023 Q2	$343K	Hold	6,240	–	–	0.12%	91
2023 Q1	$329K	Buy	6,240 +1,300	+26%	+$69.2K	0.12%	83
2022 Q4	$252K	Buy	+4,940	New	+$252K	0.1%	127

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vertex Planning Partners's VO Position: Q4 2025 in Review

Vertex Planning Partners sold out of Vanguard Mid-Cap ETF (VO) in Q4 2025, closing a stake of 6,540 shares — an estimated $480K sold.

Vertex Planning Partners first reported a position in VO in Q4 2022 and held it in 12 quarters. The position peaked at $480K in Q3 2025. 2,368 funds tracked by Wall St. Rank hold VO as of Q4 2025.

Vertex Planning Partners reported no remaining Vanguard Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 6,540 Vanguard Mid-Cap ETF shares in Q4 2025, an estimated $480K.
Vertex Planning Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and held it in 12 quarters.
Vertex Planning Partners's Vanguard Mid-Cap ETF position peaked at $480K in Q3 2025.
2,368 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.