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

Keystone 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	$1.18M	Buy	14,659 +523	+4%	+$40.5K	0.22%	111
2026 Q1	$1.01M	Buy	14,136 +100	+0.7%	+$7.43K	0.22%	117
2025 Q4	$1.02M	Sell	14,036 -608	-4%	-$44.2K	0.21%	89
2025 Q3	$1.08M	Buy	14,644 +140	+1%	+$10.1K	0.23%	105
2025 Q2	$1.01M	Buy	14,504 +1,440	+11%	+$94.5K	0.24%	99
2025 Q1	$845K	Buy	13,064 +44	+0.3%	+$2.95K	0.23%	102
2024 Q4	$860K	Buy	13,020 +2,452	+23%	+$166K	0.23%	103
2024 Q3	$697K	Sell	10,568 -1,596	-13%	-$100K	0.19%	111
2024 Q2	$736K	Sell	12,164 -1,028	-8%	-$62.5K	0.23%	102
2024 Q1	$824K	Hold	13,192	–	–	0.27%	95
2023 Q4	$767K	Sell	13,192 -8,564	-39%	-$458K	0.26%	86
2023 Q3	$1.13M	Buy	21,756 +408	+2%	+$22.4K	0.43%	58
2023 Q2	$1.18M	Buy	21,348 +32	+0.2%	+$1.68K	0.44%	51
2023 Q1	$1.12M	Sell	21,316 -508	-2%	-$27K	0.46%	53
2022 Q4	$1.11M	Buy	21,824 +284	+1%	+$14.5K	0.49%	48
2022 Q3	$1.01M	Buy	21,540 +420	+2%	+$21.9K	0.48%	46
2022 Q2	$1.04M	Sell	21,120 -4,376	-17%	-$236K	0.47%	47
2022 Q1	$1.52M	Sell	25,496 -1,160	-4%	-$68.1K	0.6%	41
2021 Q4	$1.7M	Buy	+26,656	New	+$1.67M	0.69%	33

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

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

Keystone Wealth Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.7% in Q2 2026, buying an estimated $40.5K and bringing the position to 14,659 shares worth $1.18M. The position accounts for 0.22% of the portfolio, ranked #111.

Keystone Wealth Services first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.7M in Q4 2021. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Keystone Wealth Services held 14,659 shares of Vanguard Morningstar Mid-Cap ETF worth $1.18M as of Q2 2026.
Keystone Wealth Services bought 523 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $40.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.22% of Keystone Wealth Services's portfolio in Q2 2026, its #111 holding.
Keystone Wealth Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Keystone Wealth Services's Vanguard Morningstar Mid-Cap ETF position peaked at $1.7M in Q4 2021.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.