Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
KCPG
Kavar Capital Partners Group’s
Vanguard Mid-Cap ETF
VO
Stock Holding History
Kavar Capital Partners Group’s Portfolio
VO Stock Details
VO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close