KWA
VO icon

Kellett Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Kellett Wealth 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 		$1.37M Buy
17,007
+419
+3% +$32.5K 0.64% 27
2026
Q1 		$1.19M Buy
16,588
+4
+0% +$297 0.65% 28
2025
Q4 		$1.2M Buy
16,584
+12
+0.1% +$873 0.69% 25
2025
Q3 		$1.22M Buy
16,572
+8
+0% +$575 0.73% 24
2025
Q2 		$1.16M Sell
16,564
-428
-3% -$28.1K 0.76% 24
2025
Q1 		$1.1M Sell
16,992
-480
-3% -$32.2K 0.76% 21
2024
Q4 		$1.15M Sell
17,472
-76
-0.4% -$5.16K 0.79% 20
2024
Q3 		$1.16M Sell
17,548
-3,116
-15% -$196K 0.83% 18
2024
Q2 		$1.25M Sell
20,664
-253,652
-92% -$15.4M 1.01% 15
2024
Q1 		$17.1M Buy
274,316
+22,316
+9% +$1.32M 11.86% 2
2023
Q4 		$14.7M Buy
252,000
+100,140
+66% +$5.35M 10.91% 2
2023
Q3 		$7.91M Buy
151,860
+100,696
+197% +$5.52M 6.77% 4
2023
Q2 		$2.82M Buy
51,164
+3,512
+7% +$184K 2.56% 11
2023
Q1 		$2.51M Sell
47,652
-1,772
-4% -$94.3K 2.42% 11
2022
Q4 		$2.52M Sell
49,424
-708
-1% -$36.1K 2.44% 10
2022
Q3 		$2.56M Sell
50,132
-48
-0.1% -$2.51K 3.12% 8
2022
Q2 		$2.47M Sell
50,180
-4,056
-7% -$219K 3.19% 7
2022
Q1 		$3.23M Sell
54,236
-46,972
-46% -$2.76M 2.55% 11
2021
Q4 		$6.45M Buy
+101,208
New +$6.34M 4.93% 5

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Kellett Wealth Advisors's VO Position: Q2 2026 in Review

Kellett Wealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 2.5% in Q2 2026, buying an estimated $32.5K and bringing the position to 17,007 shares worth $1.37M. The position accounts for 0.64% of the portfolio, ranked #27.

Kellett Wealth Advisors first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.1M in Q1 2024. 1,024 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Kellett Wealth Advisors held 17,007 shares of Vanguard Mid-Cap ETF worth $1.37M as of Q2 2026.
  • Kellett Wealth Advisors bought 419 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $32.5K.
  • Vanguard Mid-Cap ETF made up 0.64% of Kellett Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Kellett Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Kellett Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $17.1M in Q1 2024.
  • 1,024 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.