Kestra Advisory Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Kestra Advisory Services’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	$136M	Buy	1,687,725 +223,869	+15%	+$17.4M	0.44%	31
2026 Q1	$105M	Buy	1,463,856 +130,228	+10%	+$9.68M	0.4%	37
2025 Q4	$96.8M	Buy	1,333,628 +49,780	+4%	+$3.62M	0.4%	37
2025 Q3	$94.3M	Buy	1,283,848 +61,880	+5%	+$4.44M	0.43%	32
2025 Q2	$85.5M	Buy	1,221,968 +129,816	+12%	+$8.52M	0.42%	32
2025 Q1	$70.6M	Buy	1,092,152 +19,728	+2%	+$1.32M	0.34%	34
2024 Q4	$70.8M	Sell	1,072,424 -219,648	-17%	-$14.9M	0.39%	37
2024 Q3	$85.2M	Sell	1,292,072 -141,316	-10%	-$8.87M	0.47%	32
2024 Q2	$78.6M	Buy	1,433,388 +422,632	+42%	+$25.7M	0.44%	32
2024 Q1	$63.1M	Buy	1,010,756 +176,700	+21%	+$10.4M	0.42%	31
2023 Q4	$48.5M	Buy	834,056 +265,628	+47%	+$14.2M	0.39%	36
2023 Q3	$29.6M	Sell	568,428 -17,172	-3%	-$942K	0.29%	64
2023 Q2	$32.2M	Buy	585,600 +39,696	+7%	+$2.08M	0.32%	56
2023 Q1	$28.8M	Sell	545,904 -71,760	-12%	-$3.82M	0.31%	58
2022 Q4	$31.5M	Sell	617,664 -78,272	-11%	-$3.99M	0.28%	73
2022 Q3	$32.7M	Sell	695,936 -331,156	-32%	-$17.3M	0.35%	55
2022 Q2	$50.6M	Buy	1,027,092 +319,012	+45%	+$17.2M	0.52%	27
2022 Q1	$42.1M	Buy	708,080 +130,564	+23%	+$7.66M	0.44%	37
2021 Q4	$36.8M	Sell	577,516 -108,644	-16%	-$6.81M	0.37%	54
2021 Q3	$40.6M	Buy	686,160 +139,852	+26%	+$8.45M	0.41%	43
2021 Q2	$32.4M	Buy	546,308 +16,580	+3%	+$961K	0.37%	49
2021 Q1	$29.3M	Sell	529,728 -234,292	-31%	-$12.7M	0.37%	47
2020 Q4	$39.4M	Buy	764,020 +314,056	+70%	+$15.2M	0.46%	37
2020 Q3	$19.9M	Buy	+449,964	New	+$19.6M	0.37%	53

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

Kestra Advisory Services's VO Position: Q2 2026 in Review

Kestra Advisory Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 15% in Q2 2026, buying an estimated $17.4M and bringing the position to 1,687,725 shares worth $136M. The position accounts for 0.44% of the portfolio, ranked #31.

Kestra Advisory Services first reported a position in VO in Q3 2020 and has held it in 24 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Kestra Advisory Services held 1,687,725 shares of Vanguard Morningstar Mid-Cap ETF worth $136M as of Q2 2026.
Kestra Advisory Services bought 223,869 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $17.4M.
Vanguard Morningstar Mid-Cap ETF made up 0.44% of Kestra Advisory Services's portfolio in Q2 2026, its #31 holding.
Kestra Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.