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BKM Wealth Management’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BKM Wealth Management's VO Position: Q1 2026 in Review

BKM Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 1.5% in Q1 2026, buying an estimated $82.3K and bringing the position to 77,484 shares worth $5.56M. The position accounts for 2.03% of the portfolio, ranked #10.

BKM Wealth Management first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.57M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • BKM Wealth Management held 77,484 shares of Vanguard Mid-Cap ETF worth $5.56M as of Q1 2026.
  • BKM Wealth Management bought 1,108 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $82.3K.
  • Vanguard Mid-Cap ETF made up 2.03% of BKM Wealth Management's portfolio in Q1 2026, its #10 holding.
  • BKM Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • BKM Wealth Management's Vanguard Mid-Cap ETF position peaked at $5.57M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.