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

Kiley Juergens 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
2026 Q2	$2M	Sell	24,771 -777	-3%	-$60.2K	0.31%	62
2026 Q1	$1.83M	Buy	+25,548	New	+$1.9M	0.32%	56
2018 Q4	–	Sell	-6,820	Closed	-$279K	–	636
2018 Q3	$279K	Buy	6,820 +2,432	+55%	+$99.2K	0.21%	77
2018 Q2	$172K	Buy	+4,388	New	+$172K	0.15%	95
2018 Q1	–	Sell	-4,332	Closed	-$167K	–	592
2017 Q4	$167K	Buy	+4,332	New	+$164K	0.15%	88

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

Kiley Juergens Wealth Management's VO Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3% in Q2 2026, selling an estimated $60.2K and leaving 24,771 shares worth $2M. The position accounts for 0.31% of the portfolio, ranked #62.

Kiley Juergens Wealth Management first reported a position in VO in Q4 2017 and has held it in 5 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Kiley Juergens Wealth Management held 24,771 shares of Vanguard Morningstar Mid-Cap ETF worth $2M as of Q2 2026.
Kiley Juergens Wealth Management sold 777 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $60.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.31% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #62 holding.
Kiley Juergens Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 5 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.