XPN
VO icon

XY Planning Network’s Vanguard Mid-Cap ETF VO Stock Holding History

XY Planning Network’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 		$396K Buy
4,913
+1,681
+52% +$130K 0.05% 238
2026
Q1 		$234K Buy
+3,232
New +$240K 0.04% 258

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

XY Planning Network's VO Position: Q2 2026 in Review

XY Planning Network increased its Vanguard Mid-Cap ETF (VO) stake by 52% in Q2 2026, buying an estimated $130K and bringing the position to 4,913 shares worth $396K. The position accounts for 0.05% of the portfolio, ranked #238.

XY Planning Network first reported a position in VO in Q1 2026 and has held it in 2 quarters since. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • XY Planning Network held 4,913 shares of Vanguard Mid-Cap ETF worth $396K as of Q2 2026.
  • XY Planning Network bought 1,681 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $130K.
  • Vanguard Mid-Cap ETF made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #238 holding.
  • XY Planning Network first reported a position in Vanguard Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.