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

Kestra Private Wealth 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	$22.5M	Sell	279,499 -11,545	-4%	-$895K	0.25%	90
2026 Q1	$20.9M	Buy	291,044 +17,148	+6%	+$1.27M	0.26%	82
2025 Q4	$19.9M	Sell	273,896 -80	-0%	-$5.82K	0.25%	87
2025 Q3	$20.1M	Buy	273,976 +63,520	+30%	+$4.56M	0.26%	77
2025 Q2	$14.7M	Buy	210,456 +47,768	+29%	+$3.14M	0.21%	103
2025 Q1	$10.5M	Buy	162,688 +23,312	+17%	+$1.56M	0.18%	130
2024 Q4	$9.2M	Buy	139,376 +4,080	+3%	+$277K	0.16%	151
2024 Q3	$8.92M	Buy	135,296 +22,212	+20%	+$1.39M	0.16%	139
2024 Q2	$6.84M	Buy	113,084 +6,980	+7%	+$424K	0.14%	163
2024 Q1	$6.63M	Sell	106,104 -4,916	-4%	-$291K	0.15%	160
2023 Q4	$6.46M	Sell	111,020 -4,448	-4%	-$238K	0.16%	155
2023 Q3	$6.01M	Buy	115,468 +11,400	+11%	+$625K	0.19%	132
2023 Q2	$5.73M	Buy	104,068 +11,220	+12%	+$588K	0.2%	125
2023 Q1	$4.9M	Buy	92,848 +12,660	+16%	+$674K	0.19%	127
2022 Q4	$4.09M	Buy	80,188 +16,896	+27%	+$861K	0.21%	127
2022 Q3	$2.97M	Buy	63,292 +3,184	+5%	+$166K	0.17%	141
2022 Q2	$2.96M	Sell	60,108 -284	-0.5%	-$15.3K	0.17%	146
2022 Q1	$3.59M	Buy	60,392 +776	+1%	+$45.5K	0.18%	135
2021 Q4	$3.8M	Sell	59,616 -8,512	-12%	-$534K	0.18%	131
2021 Q3	$4.03M	Buy	68,128 +4,896	+8%	+$296K	0.23%	111
2021 Q2	$3.75M	Buy	63,232 +1,260	+2%	+$73K	0.23%	105
2021 Q1	$3.43M	Sell	61,972 -920	-1%	-$49.9K	0.24%	100
2020 Q4	$3.24M	Buy	62,892 +15,488	+33%	+$750K	0.24%	96
2020 Q3	$2.09M	Buy	+47,404	New	+$2.07M	0.18%	125

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 Private Wealth Services's VO Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4% in Q2 2026, selling an estimated $895K and leaving 279,499 shares worth $22.5M. The position accounts for 0.25% of the portfolio, ranked #90.

Kestra Private Wealth Services first reported a position in VO in Q3 2020 and has held it in 24 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Kestra Private Wealth Services held 279,499 shares of Vanguard Morningstar Mid-Cap ETF worth $22.5M as of Q2 2026.
Kestra Private Wealth Services sold 11,545 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $895K.
Vanguard Morningstar Mid-Cap ETF made up 0.25% of Kestra Private Wealth Services's portfolio in Q2 2026, its #90 holding.
Kestra Private Wealth Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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