Key Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Key Capital 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 Q3	$158K	Buy	2,020 +649	+47%	+$52.8K	0.06%	149
2026 Q2	$110K	Sell	1,371 -1,229	-47%	-$95.3K	0.06%	102
2026 Q1	$187K	Buy	2,600 +1,292	+99%	+$96K	0.12%	73
2025 Q4	$94.9K	Buy	+1,308	New	+$95.1K	0.09%	94

Other funds holding VO

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Key Capital Management's VO Position: Q3 2026 in Review

Key Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 47% in Q3 2026, buying an estimated $52.8K and bringing the position to 2,020 shares worth $158K. The position accounts for 0.06% of the portfolio, ranked #149.

Key Capital Management first reported a position in VO in Q4 2025 and has held it in 4 quarters since. The position peaked at $187K in Q1 2026. 1,677 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Key Capital Management held 2,020 shares of Vanguard Morningstar Mid-Cap ETF worth $158K as of Q3 2026.
Key Capital Management bought 649 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $52.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Key Capital Management's portfolio in Q3 2026, its #149 holding.
Key Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
Key Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $187K in Q1 2026.
1,677 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.