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KFA Private Wealth Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

KFA Private Wealth Group’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 		$10.3M Buy
127,446
+3,438
+3% +$267K 2.47% 9
2026
Q1 		$8.9M Sell
124,008
-1,732
-1% -$129K 2.14% 11
2025
Q4 		$9.12M Buy
125,740
+33,132
+36% +$2.41M 2.22% 12
2025
Q3 		$6.8M Sell
92,608
-6,544
-7% -$470K 1.94% 14
2025
Q2 		$6.94M Sell
99,152
-896
-0.9% -$58.8K 2.15% 15
2025
Q1 		$6.47M Buy
100,048
+6,016
+6% +$404K 2.26% 15
2024
Q4 		$6.21M Sell
94,032
-7,936
-8% -$539K 2.6% 11
2024
Q3 		$6.73M Sell
101,968
-54,952
-35% -$3.45M 3.21% 8
2024
Q2 		$9.5M Sell
156,920
-239,792
-60% -$14.6M 4.92% 6
2024
Q1 		$24.8M Buy
396,712
+13,500
+4% +$798K 7.69% 2
2023
Q4 		$22.3M Buy
383,212
+37,720
+11% +$2.02M 7.99% 4
2023
Q3 		$18M Buy
345,492
+4,884
+1% +$268K 7.48% 4
2023
Q2 		$18.7M Buy
340,608
+3,748
+1% +$196K 7.77% 3
2023
Q1 		$17.8M Sell
336,860
-492
-0.1% -$26.2K 8.09% 3
2022
Q4 		$17.2M Buy
337,352
+5,052
+2% +$257K 8.77% 2
2022
Q3 		$15.6M Buy
332,300
+3,868
+1% +$202K 8.31% 2
2022
Q2 		$16.2M Buy
328,432
+16,864
+5% +$911K 8.94% 2
2022
Q1 		$18.5M Buy
311,568
+14,812
+5% +$869K 9.29% 2
2021
Q4 		$18.9M Buy
296,756
+14,428
+5% +$904K 9.4% 2
2021
Q3 		$16.7M Buy
282,328
+2,292
+0.8% +$138K 9.15% 2
2021
Q2 		$16.6M Buy
280,036
+38,352
+16% +$2.22M 9.07% 2
2021
Q1 		$13.4M Buy
241,684
+20,704
+9% +$1.12M 7.8% 2
2020
Q4 		$11.4M Buy
220,980
+34,056
+18% +$1.65M 7.25% 3
2020
Q3 		$8.24M Buy
186,924
+28,244
+18% +$1.23M 6.17% 3
2020
Q2 		$6.5M Buy
158,680
+143,448
+942% +$5.49M 6.25% 3
2020
Q1 		$501K Buy
15,232
+8,024
+111% +$332K 0.59% 25
2019
Q4 		$321K Buy
+7,208
New +$310K 0.29% 38

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

KFA Private Wealth Group's VO Position: Q2 2026 in Review

KFA Private Wealth Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.8% in Q2 2026, buying an estimated $267K and bringing the position to 127,446 shares worth $10.3M. The position accounts for 2.47% of the portfolio, ranked #9.

KFA Private Wealth Group first reported a position in VO in Q4 2019 and has held it in 27 quarters since. The position peaked at $24.8M in Q1 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • KFA Private Wealth Group held 127,446 shares of Vanguard Morningstar Mid-Cap ETF worth $10.3M as of Q2 2026.
  • KFA Private Wealth Group bought 3,438 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $267K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.47% of KFA Private Wealth Group's portfolio in Q2 2026, its #9 holding.
  • KFA Private Wealth Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • KFA Private Wealth Group's Vanguard Morningstar Mid-Cap ETF position peaked at $24.8M in Q1 2024.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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