KFA Private Wealth Group
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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
Q3 		$11M Buy
140,305
+12,859
+10% +$1.05M 2.59% 9
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

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

KFA Private Wealth Group's VO Position: Q3 2026 in Review

KFA Private Wealth Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 10% in Q3 2026, buying an estimated $1.05M and bringing the position to 140,305 shares worth $11M. The position accounts for 2.59% of the portfolio, ranked #9.

KFA Private Wealth Group first reported a position in VO in Q4 2019 and has held it in 28 quarters since. The position peaked at $24.8M in Q1 2024. 691 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • KFA Private Wealth Group held 140,305 shares of Vanguard Morningstar Mid-Cap ETF worth $11M as of Q3 2026.
  • KFA Private Wealth Group bought 12,859 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.05M.
  • Vanguard Morningstar Mid-Cap ETF made up 2.59% of KFA Private Wealth Group's portfolio in Q3 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 28 quarters since.
  • KFA Private Wealth Group's Vanguard Morningstar Mid-Cap ETF position peaked at $24.8M in Q1 2024.
  • 691 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.