WealthPlan Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

WealthPlan Investment 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	$210K	Sell	2,603 -749	-22%	-$58.1K	0.01%	455
2026 Q1	$241K	Buy	+3,352	New	+$249K	0.01%	425
2023 Q1	–	Sell	-8,580	Closed	-$476K	–	575
2022 Q4	$476K	Sell	8,580 -684	-7%	-$34.8K	0.03%	263
2022 Q3	$484K	Buy	+9,264	New	+$484K	0.04%	247
2022 Q1	$540K	Buy	+9,880	New	+$580K	0.04%	241

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

WealthPlan Investment Management's VO Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 22% in Q2 2026, selling an estimated $58.1K and leaving 2,603 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #455.

WealthPlan Investment Management first reported a position in VO in Q1 2022 and has held it in 5 quarters since. The position peaked at $540K in Q1 2022. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

WealthPlan Investment Management held 2,603 shares of Vanguard Morningstar Mid-Cap ETF worth $210K as of Q2 2026.
WealthPlan Investment Management sold 749 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $58.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #455 holding.
WealthPlan Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 5 quarters since.
WealthPlan Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $540K in Q1 2022.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.