Kavar Capital Partners Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Kavar Capital Partners 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 Q2	$490K	Hold	6,080	–	–	0.06%	134
2026 Q1	$437K	Hold	6,080	–	–	0.05%	141
2025 Q4	$441K	Buy	6,080 +460	+8%	+$33.5K	0.06%	127
2025 Q3	$413K	Hold	5,620	–	–	0.06%	131
2025 Q2	$393K	Buy	5,620 +1,600	+40%	+$105K	0.06%	138
2025 Q1	$260K	Hold	4,020	–	–	0.04%	154
2024 Q4	$265K	Hold	4,020	–	–	0.04%	146
2024 Q3	$265K	Buy	4,020 +96	+2%	+$6.03K	0.04%	154
2024 Q2	$238K	Hold	3,924	–	–	0.04%	146
2024 Q1	$245K	Hold	3,924	–	–	0.05%	143
2023 Q4	$228K	Sell	3,924 -2,040	-34%	-$109K	0.03%	153
2023 Q3	$310K	Buy	+5,964	New	+$327K	0.07%	127
2019 Q3	–	Sell	-2,296	Closed	-$96K	–	442
2019 Q2	$96K	Buy	+2,296	New	+$94K	0.04%	170
2018 Q3	–	Sell	-612	Closed	-$24K	–	370
2018 Q2	$24K	Hold	612	–	–	0.01%	248
2018 Q1	$24K	Buy	+612	New	+$24.1K	0.01%	247

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

Kavar Capital Partners Group's VO Position: Q2 2026 in Review

Kavar Capital Partners Group held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 6,080 shares worth $490K. The position accounts for 0.06% of the portfolio, ranked #134.

Kavar Capital Partners Group first reported a position in VO in Q1 2018 and has held it in 15 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Kavar Capital Partners Group held 6,080 shares of Vanguard Morningstar Mid-Cap ETF worth $490K as of Q2 2026.
Kavar Capital Partners Group left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Kavar Capital Partners Group's portfolio in Q2 2026, its #134 holding.
Kavar Capital Partners Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and has held it in 15 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.