KCM
VO icon

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Key Capital Management's VO Position: Q2 2026 in Review

Key Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 47% in Q2 2026, selling an estimated $95.3K and leaving 1,371 shares worth $110K. The position accounts for 0.06% of the portfolio, ranked #102.

Key Capital Management first reported a position in VO in Q4 2025 and has held it in 3 quarters since. The position peaked at $187K in Q1 2026. 1,657 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Key Capital Management held 1,371 shares of Vanguard Morningstar Mid-Cap ETF worth $110K as of Q2 2026.
  • Key Capital Management sold 1,229 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $95.3K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Key Capital Management's portfolio in Q2 2026, its #102 holding.
  • Key Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $187K in Q1 2026.
  • 1,657 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.