BWM
VO icon

BKM Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

BKM Wealth 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 		$6.02M Sell
74,696
-2,788
-4% -$216K 2.13% 10
2026
Q1 		$5.56M Buy
77,484
+1,108
+1% +$82.3K 2.03% 10
2025
Q4 		$5.54M Buy
76,376
+532
+0.7% +$38.7K 2.03% 9
2025
Q3 		$5.57M Sell
75,844
-112
-0.1% -$8.04K 2.05% 9
2025
Q2 		$5.31M Buy
75,956
+6,664
+10% +$437K 2.08% 8
2025
Q1 		$4.48M Sell
69,292
-1,876
-3% -$126K 1.84% 9
2024
Q4 		$4.7M Sell
71,168
-2,240
-3% -$152K 1.93% 9
2024
Q3 		$4.84M Sell
73,408
-1,132
-2% -$71.1K 1.97% 8
2024
Q2 		$4.51M Sell
74,540
-152
-0.2% -$9.24K 2.17% 7
2024
Q1 		$4.67M Buy
74,692
+860
+1% +$50.8K 2.01% 8
2023
Q4 		$4.29M Buy
+73,832
New +$3.94M 1.83% 10

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

BKM Wealth Management's VO Position: Q2 2026 in Review

BKM Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.6% in Q2 2026, selling an estimated $216K and leaving 74,696 shares worth $6.02M. The position accounts for 2.13% of the portfolio, ranked #10.

BKM Wealth Management first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • BKM Wealth Management held 74,696 shares of Vanguard Morningstar Mid-Cap ETF worth $6.02M as of Q2 2026.
  • BKM Wealth Management sold 2,788 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $216K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.13% of BKM Wealth Management's portfolio in Q2 2026, its #10 holding.
  • BKM Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.