Kelleher Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Kelleher Financial 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 Q2	$2.74M	Buy	33,970 +15,466	+84%	+$1.2M	0.39%	55
2026 Q1	$1.33M	Buy	18,504 +1,064	+6%	+$79.1K	0.34%	53
2025 Q4	$1.27M	Buy	17,440 +492	+3%	+$35.8K	0.29%	55
2025 Q3	$1.24M	Sell	16,948 -9,600	-36%	-$689K	0.31%	54
2025 Q2	$1.86M	Buy	26,548 +792	+3%	+$52K	0.64%	25
2025 Q1	$1.67M	Buy	25,756 +2,080	+9%	+$140K	0.66%	23
2024 Q4	$1.56M	Sell	23,676 -1,920	-8%	-$130K	0.59%	28
2024 Q3	$1.69M	Buy	25,596 +2,040	+9%	+$128K	0.64%	23
2024 Q2	$1.43M	Hold	23,556	–	–	0.59%	24
2024 Q1	$1.47M	Buy	23,556 +2,840	+14%	+$168K	0.61%	23
2023 Q4	$1.2M	Sell	20,716 -92	-0.4%	-$4.92K	0.57%	24
2023 Q3	$1.08M	Hold	20,808	–	–	0.56%	25
2023 Q2	$1.15M	Hold	20,808	–	–	0.66%	23
2023 Q1	$1.1M	Buy	20,808 +10,084	+94%	+$536K	0.72%	24
2022 Q4	$547K	Buy	+10,724	New	+$546K	0.41%	48

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

Kelleher Financial Advisors's VO Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 84% in Q2 2026, buying an estimated $1.2M and bringing the position to 33,970 shares worth $2.74M. The position accounts for 0.39% of the portfolio, ranked #55.

Kelleher Financial Advisors first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Kelleher Financial Advisors held 33,970 shares of Vanguard Morningstar Mid-Cap ETF worth $2.74M as of Q2 2026.
Kelleher Financial Advisors bought 15,466 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.2M.
Vanguard Morningstar Mid-Cap ETF made up 0.39% of Kelleher Financial Advisors's portfolio in Q2 2026, its #55 holding.
Kelleher Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.