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Hutchens & Kramer Investment Management Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Hutchens & Kramer Investment Management Group’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 		$553K Sell
7,049
-3,912
-36% -$318K 0.17% 77
2026
Q2 		$883K Buy
10,961
+3,829
+54% +$297K 0.24% 64
2026
Q1 		$512K Buy
7,132
+220
+3% +$16.3K 0.16% 79
2025
Q4 		$502K Sell
6,912
-796
-10% -$57.9K 0.17% 77
2025
Q3 		$566K Sell
7,708
-1,400
-15% -$101K 0.22% 71
2025
Q2 		$641K Sell
9,108
-1,224
-12% -$80.3K 0.29% 63
2025
Q1 		$668K Sell
10,332
-756
-7% -$50.7K 0.37% 53
2024
Q4 		$732K Buy
11,088
+412
+4% +$28K 0.4% 49
2024
Q3 		$700K Sell
10,676
-132
-1% -$8.29K 0.39% 53
2024
Q2 		$649K Sell
10,808
-128
-1% -$7.78K 0.36% 55
2024
Q1 		$679K Sell
10,936
-688
-6% -$40.7K 0.4% 54
2023
Q4 		$676K Sell
11,624
-2,724
-19% -$146K 0.48% 47
2023
Q3 		$738K Sell
14,348
-64
-0.4% -$3.51K 0.59% 40
2023
Q2 		$793K Sell
14,412
-600
-4% -$31.5K 0.63% 39
2023
Q1 		$792K Sell
15,012
-2,108
-12% -$112K 0.68% 40
2022
Q4 		$872K Sell
17,120
-216
-1% -$11K 0.64% 38
2022
Q3 		$839K Sell
17,336
-3,448
-17% -$180K 0.69% 34
2022
Q2 		$1.04M Sell
20,784
-644
-3% -$34.8K 0.76% 35
2022
Q1 		$1.28M Sell
21,428
-68
-0.3% -$3.99K 0.71% 39
2021
Q4 		$1.28M Buy
+21,496
New +$1.35M 0.81% 35

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
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
FSWA
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
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
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
CX Institutional
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

Hutchens & Kramer Investment Management Group's VO Position: Q3 2026 in Review

Hutchens & Kramer Investment Management Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 36% in Q3 2026, selling an estimated $318K and leaving 7,049 shares worth $553K. The position accounts for 0.17% of the portfolio, ranked #77.

Hutchens & Kramer Investment Management Group first reported a position in VO in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.28M in Q1 2022. 504 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Hutchens & Kramer Investment Management Group held 7,049 shares of Vanguard Morningstar Mid-Cap ETF worth $553K as of Q3 2026.
  • Hutchens & Kramer Investment Management Group sold 3,912 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $318K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.17% of Hutchens & Kramer Investment Management Group's portfolio in Q3 2026, its #77 holding.
  • Hutchens & Kramer Investment Management Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Hutchens & Kramer Investment Management Group's Vanguard Morningstar Mid-Cap ETF position peaked at $1.28M in Q1 2022.
  • 504 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q3 2026, filed 16 Oct 2026.