KFG LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

KFG LLC’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	$1.64M	Buy	+20,964	New	+$1.71M	1.09%	22

Other funds holding VO

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

KFG LLC's VO Position: Q3 2026 in Review

KFG LLC opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026: 20,964 shares worth $1.64M. The stake represents 1.09% of the portfolio and ranks #22 among its holdings.

1,488 funds tracked by Wall St. Rank hold VO as of Q3 2026.

KFG LLC held 20,964 shares of Vanguard Morningstar Mid-Cap ETF worth $1.64M as of Q3 2026.
Vanguard Morningstar Mid-Cap ETF was a new KFG LLC position in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 1.09% of KFG LLC's portfolio in Q3 2026, its #22 holding.
1,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on KFG LLC's 13F filing for Q3 2026, filed 2 Nov 2026.