KSWA
VO icon

Kathleen S. Wright Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$9.31M Buy
126,772
+3,996
+3% +$287K 3.45% 6
2025
Q2 		$8.59M Sell
122,776
-4,420
-3% -$290K 3.35% 6
2025
Q1 		$8.22M Buy
127,196
+196
+0.2% +$13.2K 3.4% 6
2024
Q4 		$8.39M Buy
127,000
+7,708
+6% +$523K 3.49% 6
2024
Q3 		$7.87M Buy
119,292
+9,512
+9% +$597K 3.25% 6
2024
Q2 		$6.64M Buy
109,780
+4,764
+5% +$290K 3.05% 6
2024
Q1 		$6.56M Buy
105,016
+2,852
+3% +$169K 3.09% 7
2023
Q4 		$5.94M Buy
102,164
+5,876
+6% +$314K 3.02% 7
2023
Q3 		$5.01M Buy
96,288
+1,224
+1% +$67.1K 2.8% 8
2023
Q2 		$5.23M Buy
95,064
+304
+0.3% +$15.9K 3.33% 7
2023
Q1 		$5M Buy
94,760
+2,516
+3% +$134K 3.28% 7
2022
Q4 		$4.7M Buy
92,244
+33,108
+56% +$1.69M 3.18% 6
2022
Q3 		$2.78M Buy
59,136
+11,408
+24% +$596K 2.25% 12
2022
Q2 		$2.35M Buy
47,728
+7,728
+19% +$418K 1.98% 13
2022
Q1 		$2.38M Buy
40,000
+5,656
+16% +$332K 1.73% 16
2021
Q4 		$2.19M Buy
+34,344
New +$2.15M 1.61% 18

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kathleen S. Wright Associates's VO Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Vanguard Mid-Cap ETF (VO) stake by 3.3% in Q3 2025, buying an estimated $287K and bringing the position to 126,772 shares worth $9.31M. The position accounts for 3.45% of the portfolio, ranked #6.

Kathleen S. Wright Associates first reported a position in VO in Q4 2021 and has held it in 16 quarters since. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Kathleen S. Wright Associates held 126,772 shares of Vanguard Mid-Cap ETF worth $9.31M as of Q3 2025.
  • Kathleen S. Wright Associates bought 3,996 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $287K.
  • Vanguard Mid-Cap ETF made up 3.45% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #6 holding.
  • Kathleen S. Wright Associates first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.