Kayne Anderson Rudnick Investment Management
VO icon

Kayne Anderson Rudnick Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Kayne Anderson Rudnick Investment 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 		$505K Buy
6,263
+1,859
+42% +$144K ﹤0.01% 481
2026
Q1 		$316K Sell
4,404
-13,968
-76% -$1.04M ﹤0.01% 470
2025
Q4 		$1.33M Buy
18,372
+10,956
+148% +$797K ﹤0.01% 358
2025
Q3 		$544K Sell
7,416
-2,572
-26% -$185K ﹤0.01% 435
2025
Q2 		$699K Sell
9,988
-732
-7% -$48K ﹤0.01% 406
2025
Q1 		$693K Sell
10,720
-4,312
-29% -$289K ﹤0.01% 404
2024
Q4 		$992K Buy
15,032
+9,944
+195% +$675K ﹤0.01% 386
2024
Q3 		$336K Buy
5,088
+3,688
+263% +$232K ﹤0.01% 419
2024
Q2 		$84.7K Buy
1,400
+480
+52% +$29.2K ﹤0.01% 503
2024
Q1 		$57.5K Sell
920
-3,268
-78% -$193K ﹤0.01% 532
2023
Q4 		$244K Buy
4,188
+3,184
+317% +$170K ﹤0.01% 424
2023
Q3 		$52.3K Buy
1,004
+500
+99% +$27.4K ﹤0.01% 506
2023
Q2 		$27.7K Sell
504
-2,712
-84% -$142K ﹤0.01% 537
2023
Q1 		$170K Buy
3,216
+1,460
+83% +$77.7K ﹤0.01% 424
2022
Q4 		$89.5K Buy
1,756
+756
+76% +$38.5K ﹤0.01% 470
2022
Q3 		$47K Sell
1,000
-2,420
-71% -$126K ﹤0.01% 483
2022
Q2 		$168K Buy
+3,420
New +$185K ﹤0.01% 418
2022
Q1 		– Sell
-5,068
Closed -$323K – 723
2021
Q4 		$323K Buy
+5,068
New +$318K ﹤0.01% 389
2019
Q1 		– Sell
-15,268
Closed -$527K – 366
2018
Q4 		$527K Buy
+15,268
New +$573K ﹤0.01% 317

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's VO Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 42% in Q2 2026, buying an estimated $144K and bringing the position to 6,263 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Kayne Anderson Rudnick Investment Management first reported a position in VO in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.33M in Q4 2025. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 6,263 shares of Vanguard Morningstar Mid-Cap ETF worth $505K as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management bought 1,859 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $144K.
  • Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #481 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 19 quarters since.
  • Kayne Anderson Rudnick Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.33M in Q4 2025.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.