KCM Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

KCM Investment Advisors’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 Q1	$594K	Sell	8,276 -46,344	-85%	-$3.44M	0.02%	247
2025 Q4	$3.96M	Hold	54,620	–	–	0.13%	107
2025 Q3	$4.01M	Hold	54,620	–	–	0.13%	106
2025 Q2	$3.82M	Buy	54,620 +868	+2%	+$57K	0.13%	109
2025 Q1	$3.48M	Buy	53,752 +664	+1%	+$44.6K	0.12%	114
2024 Q4	$3.51M	Sell	53,088 -1,520	-3%	-$103K	0.12%	118
2024 Q3	$3.6M	Hold	54,608	–	–	0.12%	119
2024 Q2	$3.31M	Sell	54,608 -4,000	-7%	-$243K	0.12%	117
2024 Q1	$3.66M	Hold	58,608	–	–	0.14%	114
2023 Q4	$3.41M	Hold	58,608	–	–	0.14%	117
2023 Q3	$3.05M	Hold	58,608	–	–	0.13%	121
2023 Q2	$3.23M	Sell	58,608 -1,492	-2%	-$78.2K	0.13%	125
2023 Q1	$3.17M	Buy	60,100 +1,496	+3%	+$79.6K	0.13%	127
2022 Q4	$2.99M	Sell	58,604 -100	-0.2%	-$5.09K	0.13%	128
2022 Q3	$2.76M	Sell	58,704 -420	-0.7%	-$21.9K	0.13%	129
2022 Q2	$2.91M	Sell	59,124 -100	-0.2%	-$5.4K	0.13%	127
2022 Q1	$3.52M	Buy	59,224 +420	+0.7%	+$24.6K	0.13%	126
2021 Q4	$3.75M	Sell	58,804 -3,100	-5%	-$194K	0.13%	123
2021 Q3	$3.66M	Sell	61,904 -200	-0.3%	-$12.1K	0.15%	112
2021 Q2	$3.69M	Hold	62,104	–	–	0.15%	109
2021 Q1	$3.44M	Sell	62,104 -724	-1%	-$39.3K	0.15%	110
2020 Q4	$3.25M	Buy	62,828 +328	+0.5%	+$15.9K	0.16%	110
2020 Q3	$2.75M	Sell	62,500 -1,696	-3%	-$73.9K	0.15%	109
2020 Q2	$2.63M	Buy	64,196 +800	+1%	+$30.6K	0.15%	112
2020 Q1	$2.09M	Sell	63,396 -2,960	-4%	-$123K	0.14%	114
2019 Q4	$2.96M	Buy	66,356 +1,040	+2%	+$44.7K	0.16%	111
2019 Q3	$2.74M	Buy	65,316 +316	+0.5%	+$13.2K	0.16%	112
2019 Q2	$2.72M	Buy	65,000 +8	+0%	+$327	0.16%	112
2019 Q1	$2.61M	Hold	64,992	–	–	0.17%	119
2018 Q4	$2.25M	Sell	64,992 -216	-0.3%	-$8.11K	0.15%	134
2018 Q3	$2.68M	Sell	65,208 -11,856	-15%	-$484K	0.15%	127
2018 Q2	$3.04M	Sell	77,064 -352	-0.5%	-$13.8K	0.19%	115
2018 Q1	$2.98M	Sell	77,416 -4,320	-5%	-$170K	0.18%	124
2017 Q4	$3.16M	Buy	81,736 +16	+0%	+$604	0.18%	129
2017 Q3	$3M	Sell	81,720 -576	-0.7%	-$20.8K	0.18%	131
2017 Q2	$2.93M	Buy	82,296 +136	+0.2%	+$4.81K	0.18%	135
2017 Q1	$2.86M	Buy	82,160 +5,000	+6%	+$172K	0.18%	137
2016 Q4	$2.54M	Sell	77,160 -360	-0.5%	-$11.7K	0.17%	146
2016 Q3	$2.51M	Sell	77,520 -32,632	-30%	-$1.05M	0.17%	141
2016 Q2	$3.4M	Buy	110,152 +1,064	+1%	+$32.5K	0.24%	116
2016 Q1	$3.31M	Buy	109,088 +1,456	+1%	+$41.2K	0.24%	112
2015 Q4	$3.23M	Sell	107,632 -388	-0.4%	-$11.8K	0.26%	114
2015 Q3	$3.15M	Sell	108,020 -11,980	-10%	-$373K	0.26%	112
2015 Q2	$3.82M	Buy	120,000 +736	+0.6%	+$23.9K	0.3%	97
2015 Q1	$3.96M	Hold	119,264	–	–	0.32%	93
2014 Q4	$3.68M	Sell	119,264 -31,172	-21%	-$940K	0.31%	95
2014 Q3	$4.41M	Hold	150,436	–	–	0.4%	71
2014 Q2	$4.46M	Buy	150,436 +3,236	+2%	+$92.4K	0.42%	67
2014 Q1	$4.18M	Buy	147,200 +3,200	+2%	+$88.8K	0.43%	65
2013 Q4	$3.96M	Hold	144,000	–	–	0.43%	64
2013 Q3	$3.69M	Hold	144,000	–	–	0.44%	65
2013 Q2	$3.42M	Buy	+144,000	New	+$3.42M	0.41%	69

Other funds holding VO

Wells Fargo San Francisco, California $530B 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 $666B 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

KCM Investment Advisors's VO Position: Q1 2026 in Review

KCM Investment Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 85% in Q1 2026, selling an estimated $3.44M and leaving 8,276 shares worth $594K. The position accounts for 0.02% of the portfolio, ranked #247.

KCM Investment Advisors first reported a position in VO in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.46M in Q2 2014. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

KCM Investment Advisors held 8,276 shares of Vanguard Mid-Cap ETF worth $594K as of Q1 2026.
KCM Investment Advisors sold 46,344 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $3.44M.
Vanguard Mid-Cap ETF made up 0.02% of KCM Investment Advisors's portfolio in Q1 2026, its #247 holding.
KCM Investment Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
KCM Investment Advisors's Vanguard Mid-Cap ETF position peaked at $4.46M in Q2 2014.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.