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XY Planning Network’s Vanguard Morningstar 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
Q3 		$444K Buy
5,660
+747
+15% +$60.8K 0.05% 264
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

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

XY Planning Network's VO Position: Q3 2026 in Review

XY Planning Network increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 15% in Q3 2026, buying an estimated $60.8K and bringing the position to 5,660 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #264.

XY Planning Network first reported a position in VO in Q1 2026 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • XY Planning Network held 5,660 shares of Vanguard Morningstar Mid-Cap ETF worth $444K as of Q3 2026.
  • XY Planning Network bought 747 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $60.8K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of XY Planning Network's portfolio in Q3 2026, its #264 holding.
  • XY Planning Network first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • 354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.