Planning Strategies Inc.’s Vanguard Mid-Cap ETF VO Stock Holding History

Planning Strategies Inc.’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	$1.78M	Buy	+22,046	New	+$1.71M	1.11%	19

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Planning Strategies Inc.'s VO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Mid-Cap ETF (VO) in Q2 2026: 22,046 shares worth $1.78M. The stake represents 1.11% of the portfolio and ranks #19 among its holdings.

1,116 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Planning Strategies Inc. held 22,046 shares of Vanguard Mid-Cap ETF worth $1.78M as of Q2 2026.
Vanguard Mid-Cap ETF was a new Planning Strategies Inc. position in Q2 2026.
Vanguard Mid-Cap ETF made up 1.11% of Planning Strategies Inc.'s portfolio in Q2 2026, its #19 holding.
1,116 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.