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

Waller Financial Planning Group’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 		$6.79M Sell
84,260
-6,164
-7% -$478K 1.4% 18
2026
Q1 		$6.49M Sell
90,424
-20,660
-19% -$1.54M 1.43% 17
2025
Q4 		$8.06M Sell
111,084
-13,280
-11% -$966K 1.79% 17
2025
Q3 		$9.13M Sell
124,364
-1,032
-0.8% -$74.1K 2.1% 15
2025
Q2 		$8.77M Buy
125,396
+13,464
+12% +$884K 2.12% 12
2025
Q1 		$7.24M Sell
111,932
-17,032
-13% -$1.14M 2.03% 11
2024
Q4 		$8.52M Buy
128,964
+7,264
+6% +$493K 2.15% 11
2024
Q3 		$8.03M Sell
121,700
-1,536
-1% -$96.4K 1.99% 13
2024
Q2 		$7.46M Sell
123,236
-3,100
-2% -$188K 2% 13
2024
Q1 		$7.89M Sell
126,336
-3,804
-3% -$225K 2.1% 13
2023
Q4 		$7.57M Sell
130,140
-176
-0.1% -$9.4K 1.99% 14
2023
Q3 		$6.78M Sell
130,316
-1,776
-1% -$97.4K 1.97% 14
2023
Q2 		$7.27M Buy
132,092
+7,244
+6% +$380K 2.01% 13
2023
Q1 		$6.58M Sell
124,848
-18,944
-13% -$1.01M 1.87% 13
2022
Q4 		$7.33M Sell
143,792
-6,704
-4% -$341K 2.13% 12
2022
Q3 		$7.07M Buy
150,496
+5,032
+3% +$263K 2.16% 12
2022
Q2 		$7.16M Buy
145,464
+8,884
+7% +$480K 2.1% 12
2022
Q1 		$8.12M Buy
136,580
+11,740
+9% +$689K 2.15% 11
2021
Q4 		$7.95M Buy
124,840
+2,296
+2% +$144K 1.99% 12
2021
Q3 		$7.25M Sell
122,544
-4
-0% -$242 1.93% 13
2021
Q2 		$7.27M Sell
122,548
-1,220
-1% -$70.7K 1.95% 12
2021
Q1 		$6.85M Sell
123,768
-2,836
-2% -$154K 1.97% 12
2020
Q4 		$6.54M Buy
126,604
+2,816
+2% +$136K 2.04% 12
2020
Q3 		$5.46M Sell
123,788
-780
-0.6% -$34K 2% 16
2020
Q2 		$5.11M Sell
124,568
-19,584
-14% -$750K 1.99% 16
2020
Q1 		$4.74M Buy
144,152
+56,480
+64% +$2.34M 2.48% 17
2019
Q4 		$3.9M Sell
87,672
-3,240
-4% -$139K 1.96% 18
2019
Q3 		$3.87M Sell
90,912
-8,032
-8% -$336K 2.05% 18
2019
Q2 		$4.2M Sell
98,944
-4,068
-4% -$166K 2.34% 17
2019
Q1 		$4.26M Sell
103,012
-7,448
-7% -$286K 2.47% 17
2018
Q4 		$3.82M Buy
+110,460
New +$4.15M 2.64% 17

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Waller Financial Planning Group's VO Position: Q2 2026 in Review

Waller Financial Planning Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.8% in Q2 2026, selling an estimated $478K and leaving 84,260 shares worth $6.79M. The position accounts for 1.4% of the portfolio, ranked #18.

Waller Financial Planning Group first reported a position in VO in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.13M in Q3 2025. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Waller Financial Planning Group held 84,260 shares of Vanguard Morningstar Mid-Cap ETF worth $6.79M as of Q2 2026.
  • Waller Financial Planning Group sold 6,164 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $478K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.4% of Waller Financial Planning Group's portfolio in Q2 2026, its #18 holding.
  • Waller Financial Planning Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Waller Financial Planning Group's Vanguard Morningstar Mid-Cap ETF position peaked at $9.13M in Q3 2025.
  • 1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.