Kera Capital Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Kera Capital Partners’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	$773K	Buy	9,600 +160	+2%	+$12.4K	0.07%	190
2026 Q1	$678K	Hold	9,440	–	–	0.08%	154
2025 Q4	$699K	Hold	9,440	–	–	0.09%	147
2025 Q3	$693K	Sell	9,440 -16	-0.2%	-$1.15K	0.1%	100
2025 Q2	$662K	Hold	9,456	–	–	0.13%	67
2025 Q1	$611K	Buy	9,456 +24	+0.3%	+$1.61K	0.18%	59
2024 Q4	$623K	Buy	+9,432	New	+$640K	0.18%	58

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

Kera Capital Partners's VO Position: Q2 2026 in Review

Kera Capital Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.7% in Q2 2026, buying an estimated $12.4K and bringing the position to 9,600 shares worth $773K. The position accounts for 0.07% of the portfolio, ranked #190.

Kera Capital Partners first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Kera Capital Partners held 9,600 shares of Vanguard Morningstar Mid-Cap ETF worth $773K as of Q2 2026.
Kera Capital Partners bought 160 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $12.4K.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Kera Capital Partners's portfolio in Q2 2026, its #190 holding.
Kera Capital Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.