KOMWMG
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Kerntke Otto McGlone Wealth Management Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		$315K Buy
3,915
+11
+0.3% +$853 0.19% 70
2026
Q1 		$280K Sell
3,904
-140
-3% -$10.4K 0.19% 69
2025
Q4 		$294K Buy
4,044
+28
+0.7% +$2.04K 0.21% 66
2025
Q3 		$295K Buy
4,016
+16
+0.4% +$1.15K 0.22% 63
2025
Q2 		$280K Sell
4,000
-704
-15% -$46.2K 0.22% 67
2025
Q1 		$304K Sell
4,704
-724
-13% -$48.6K 0.27% 57
2024
Q4 		$359K Buy
5,428
+4
+0.1% +$272 0.26% 51
2024
Q3 		$358K Buy
5,424
+220
+4% +$13.8K 0.3% 51
2024
Q2 		$315K Hold
5,204
– – 0.29% 55
2024
Q1 		$325K Buy
5,204
+220
+4% +$13K 0.32% 52
2023
Q4 		$290K Sell
4,984
-56
-1% -$2.99K 0.29% 52
2023
Q3 		$263K Buy
5,040
+100
+2% +$5.48K 0.27% 52
2023
Q2 		$272K Buy
4,940
+12
+0.2% +$629 0.27% 56
2023
Q1 		$260K Buy
4,928
+20
+0.4% +$1.06K 0.27% 53
2022
Q4 		$250K Buy
4,908
+268
+6% +$13.7K 0.29% 51
2022
Q3 		$218K Buy
+4,640
New +$242K 0.33% 48

Other funds holding VO

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
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
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's VO Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its Vanguard Mid-Cap ETF (VO) stake by 0.28% in Q2 2026, buying an estimated $853 and bringing the position to 3,915 shares worth $315K. The position accounts for 0.19% of the portfolio, ranked #70.

Kerntke Otto McGlone Wealth Management Group first reported a position in VO in Q3 2022 and has held it in 16 quarters since. The position peaked at $359K in Q4 2024. 823 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 3,915 shares of Vanguard Mid-Cap ETF worth $315K as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group bought 11 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $853.
  • Vanguard Mid-Cap ETF made up 0.19% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #70 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Vanguard Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's Vanguard Mid-Cap ETF position peaked at $359K in Q4 2024.
  • 823 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.