BKM Wealth Management
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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
Q3 		$5.59M Sell
71,273
-3,423
-5% -$278K 1.81% 12
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

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

BKM Wealth Management's VO Position: Q3 2026 in Review

BKM Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.6% in Q3 2026, selling an estimated $278K and leaving 71,273 shares worth $5.59M. The position accounts for 1.81% of the portfolio, ranked #12.

BKM Wealth Management first reported a position in VO in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.02M in Q2 2026. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • BKM Wealth Management held 71,273 shares of Vanguard Morningstar Mid-Cap ETF worth $5.59M as of Q3 2026.
  • BKM Wealth Management sold 3,423 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $278K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.81% of BKM Wealth Management's portfolio in Q3 2026, its #12 holding.
  • BKM Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • BKM Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $6.02M in Q2 2026.
  • 912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.