Kestra Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Kestra Investment Management’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	$19.9M	Buy	246,644 +222,072	+904%	+$17.2M	0.39%	50
2026 Q1	$1.76M	Sell	24,572 -1,289,600	-98%	-$95.8M	0.03%	145
2025 Q4	$95.3M	Sell	1,314,172 -855,616	-39%	-$62.2M	2.33%	9
2025 Q3	$160M	Buy	2,169,788 +222,552	+11%	+$16M	4.29%	6
2025 Q2	$136M	Buy	1,947,236 +197,944	+11%	+$13M	4.13%	6
2025 Q1	$113M	Buy	1,749,292 +1,148,760	+191%	+$77.1M	3.54%	7
2024 Q4	$39.7M	Buy	600,532 +48,288	+9%	+$3.28M	1.56%	16
2024 Q3	$36.4M	Buy	552,244 +334,904	+154%	+$21M	1.56%	16
2024 Q2	$13.2M	Buy	+217,340	New	+$13.2M	0.9%	34

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 Investment Management's VO Position: Q2 2026 in Review

Kestra Investment Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 904% in Q2 2026, buying an estimated $17.2M and bringing the position to 246,644 shares worth $19.9M. The position accounts for 0.39% of the portfolio, ranked #50.

Kestra Investment Management first reported a position in VO in Q2 2024 and has held it in 9 quarters since. The position peaked at $160M in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Kestra Investment Management held 246,644 shares of Vanguard Morningstar Mid-Cap ETF worth $19.9M as of Q2 2026.
Kestra Investment Management bought 222,072 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $17.2M.
Vanguard Morningstar Mid-Cap ETF made up 0.39% of Kestra Investment Management's portfolio in Q2 2026, its #50 holding.
Kestra Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Kestra Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $160M in Q3 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.