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Kiker Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Kiker Wealth Management’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
2025
Q4 		– Sell
-176
Closed -$12.9K – 194
2025
Q3 		$12.9K Buy
176
+36
+26% +$2.58K 0.01% 161
2025
Q2 		$9.79K Buy
+140
New +$9.19K 0.01% 362
2025
Q1 		– Sell
-296
Closed -$19.5K – 732
2024
Q4 		$19.5K Buy
+296
New +$20.1K 0.02% 112

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kiker Wealth Management's VO Position: Q4 2025 in Review

Kiker Wealth Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 176 shares — an estimated $12.9K sold.

Kiker Wealth Management first reported a position in VO in Q4 2024 and held it in 3 quarters. The position peaked at $19.5K in Q4 2024. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Kiker Wealth Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 176 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $12.9K.
  • Kiker Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Kiker Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $19.5K in Q4 2024.
  • 2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Kiker Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.