Kathmere Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Kathmere Capital 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	$477K	Buy	+5,924	New	+$459K	0.03%	409
2025 Q4	–	Sell	-4,432	Closed	-$326K	–	595
2025 Q3	$326K	Hold	4,432	–	–	0.02%	377
2025 Q2	$310K	Sell	4,432 -1,756	-28%	-$115K	0.02%	364
2025 Q1	$400K	Hold	6,188	–	–	0.03%	281
2024 Q4	$409K	Buy	6,188 +1,816	+42%	+$123K	0.04%	263
2024 Q3	$288K	Buy	+4,372	New	+$275K	0.03%	295

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Kathmere Capital Management's VO Position: Q2 2026 in Review

Kathmere Capital Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 5,924 shares worth $477K. The stake represents 0.03% of the portfolio and ranks #409 among its holdings. This is a return to the name: Kathmere Capital Management previously reported a position in VO as recently as Q3 2025.

Kathmere Capital Management first reported a position in VO in Q3 2024 and has held it in 6 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Kathmere Capital Management held 5,924 shares of Vanguard Morningstar Mid-Cap ETF worth $477K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Kathmere Capital Management position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Kathmere Capital Management's portfolio in Q2 2026, its #409 holding.
Kathmere Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 6 quarters since.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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