Kieckhefer Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Kieckhefer 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	$974K	Hold	12,084	–	–	0.4%	35
2026 Q1	$868K	Hold	12,084	–	–	0.41%	30
2025 Q4	$877K	Hold	12,084	–	–	0.42%	29
2025 Q3	$887K	Hold	12,084	–	–	0.42%	27
2025 Q2	$845K	Hold	12,084	–	–	0.46%	25
2025 Q1	$781K	Hold	12,084	–	–	0.57%	22
2024 Q4	$798K	Buy	+12,084	New	+$820K	0.48%	24

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

Kieckhefer Group's VO Position: Q2 2026 in Review

Kieckhefer Group held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 12,084 shares worth $974K. The position accounts for 0.4% of the portfolio, ranked #35.

Kieckhefer Group first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Kieckhefer Group held 12,084 shares of Vanguard Morningstar Mid-Cap ETF worth $974K as of Q2 2026.
Kieckhefer Group left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.4% of Kieckhefer Group's portfolio in Q2 2026, its #35 holding.
Kieckhefer Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Kieckhefer Group's 13F filing for Q2 2026, filed 21 Jul 2026.