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Keyvantage Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Keyvantage Wealth’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
Q1 		$8.74M Buy
121,728
+888
+0.7% +$66K 3.85% 6
2025
Q4 		$8.77M Buy
120,840
+9,008
+8% +$655K 3.75% 8
2025
Q3 		$8.21M Buy
111,832
+2,824
+3% +$203K 3.45% 10
2025
Q2 		$7.63M Buy
109,008
+4,752
+5% +$312K 3.42% 10
2025
Q1 		$6.74M Buy
104,256
+97,780
+1,510% +$6.56M 3.28% 10
2024
Q4 		$428K Buy
+6,476
New +$440K 0.31% 58

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Keyvantage Wealth's VO Position: Q1 2026 in Review

Keyvantage Wealth increased its Vanguard Mid-Cap ETF (VO) stake by 0.73% in Q1 2026, buying an estimated $66K and bringing the position to 121,728 shares worth $8.74M. The position accounts for 3.85% of the portfolio, ranked #6.

Keyvantage Wealth first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.77M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Keyvantage Wealth held 121,728 shares of Vanguard Mid-Cap ETF worth $8.74M as of Q1 2026.
  • Keyvantage Wealth bought 888 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $66K.
  • Vanguard Mid-Cap ETF made up 3.85% of Keyvantage Wealth's portfolio in Q1 2026, its #6 holding.
  • Keyvantage Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Keyvantage Wealth's Vanguard Mid-Cap ETF position peaked at $8.77M in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.