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Kerntke Otto McGlone Wealth Management Group’s Vanguard Morningstar 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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 Morningstar 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. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 3,915 shares of Vanguard Morningstar Mid-Cap ETF worth $315K as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group bought 11 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $853.
  • Vanguard Morningstar 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 Morningstar Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's Vanguard Morningstar Mid-Cap ETF position peaked at $359K in Q4 2024.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar 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.