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KFA Private Wealth Group’s Vanguard 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
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

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

KFA Private Wealth Group's VO Position: Q1 2026 in Review

KFA Private Wealth Group reduced its Vanguard Mid-Cap ETF (VO) stake by 1.4% in Q1 2026, selling an estimated $129K and leaving 124,008 shares worth $8.9M. The position accounts for 2.14% of the portfolio, ranked #11.

KFA Private Wealth Group first reported a position in VO in Q4 2019 and has held it in 26 quarters since. The position peaked at $24.8M in Q1 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • KFA Private Wealth Group held 124,008 shares of Vanguard Mid-Cap ETF worth $8.9M as of Q1 2026.
  • KFA Private Wealth Group sold 1,732 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $129K.
  • Vanguard Mid-Cap ETF made up 2.14% of KFA Private Wealth Group's portfolio in Q1 2026, its #11 holding.
  • KFA Private Wealth Group first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • KFA Private Wealth Group's Vanguard Mid-Cap ETF position peaked at $24.8M in Q1 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.