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 Q3	$948K	Hold	12,084	–	–	0.38%	30
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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kieckhefer Group's VO Position: Q3 2026 in Review

Kieckhefer Group held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 12,084 shares worth $948K. The position accounts for 0.38% of the portfolio, ranked #30.

Kieckhefer Group first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $974K in Q2 2026. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Kieckhefer Group held 12,084 shares of Vanguard Morningstar Mid-Cap ETF worth $948K as of Q3 2026.
Kieckhefer Group left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.38% of Kieckhefer Group's portfolio in Q3 2026, its #30 holding.
Kieckhefer Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Kieckhefer Group's Vanguard Morningstar Mid-Cap ETF position peaked at $974K in Q2 2026.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Kieckhefer Group's 13F filing for Q3 2026, filed 13 Oct 2026.