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Walled Lake Planning & Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Walled Lake Planning & Wealth Management’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 		$914K Buy
11,347
+1,183
+12% +$91.7K 0.23% 52
2026
Q1 		$730K Sell
10,164
-904
-8% -$67.2K 0.21% 55
2025
Q4 		$803K Buy
11,068
+188
+2% +$13.7K 0.25% 53
2025
Q3 		$799K Buy
10,880
+544
+5% +$39.1K 0.26% 50
2025
Q2 		$723K Sell
10,336
-1,940
-16% -$127K 0.24% 52
2025
Q1 		$794K Buy
12,276
+256
+2% +$17.2K 0.28% 50
2024
Q4 		$794K Buy
12,020
+892
+8% +$60.6K 0.3% 50
2024
Q3 		$734K Buy
11,128
+580
+5% +$36.4K 0.28% 48
2024
Q2 		$638K Buy
10,548
+1,616
+18% +$98.2K 0.26% 49
2024
Q1 		$558K Buy
8,932
+2,088
+31% +$123K 0.23% 45
2023
Q4 		$398K Buy
6,844
+80
+1% +$4.27K 0.19% 59
2023
Q3 		$352K Buy
6,764
+212
+3% +$11.6K 0.18% 58
2023
Q2 		$361K Buy
6,552
+996
+18% +$52.2K 0.18% 55
2023
Q1 		$293K Buy
5,556
+400
+8% +$21.3K 0.15% 60
2022
Q4 		$263K Sell
5,156
-144
-3% -$7.33K 0.18% 46
2022
Q3 		$249K Buy
5,300
+228
+4% +$11.9K 0.17% 63
2022
Q2 		$250K Buy
5,072
+708
+16% +$38.3K 0.17% 64
2022
Q1 		$259K Sell
4,364
-2,220
-34% -$130K 0.15% 71
2021
Q4 		$419K Buy
6,584
+4,344
+194% +$272K 0.24% 53
2021
Q3 		$133K Buy
2,240
+508
+29% +$30.7K 0.08% 100
2021
Q2 		$103K Buy
1,732
+140
+9% +$8.11K 0.07% 115
2021
Q1 		$88K Buy
1,592
+268
+20% +$14.5K 0.06% 120
2020
Q4 		$68K Buy
1,324
+356
+37% +$17.2K 0.05% 121
2020
Q3 		$43K Buy
968
+292
+43% +$12.7K 0.03% 134
2020
Q2 		$28K Buy
+676
New +$25.9K 0.02% 137

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

Walled Lake Planning & Wealth Management's VO Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, buying an estimated $91.7K and bringing the position to 11,347 shares worth $914K. The position accounts for 0.23% of the portfolio, ranked #52.

Walled Lake Planning & Wealth Management first reported a position in VO in Q2 2020 and has held it in 25 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 11,347 shares of Vanguard Morningstar Mid-Cap ETF worth $914K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 1,183 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $91.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.23% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.