Kiley Juergens Wealth Management’s Vanguard 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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Kiley Juergens Wealth Management's VO Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in Vanguard Mid-Cap ETF (VO) in Q1 2026: 25,548 shares worth $1.83M. The stake represents 0.32% of the portfolio and ranks #56 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in VO as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in VO in Q4 2017 and has held it in 4 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Kiley Juergens Wealth Management held 25,548 shares of Vanguard Mid-Cap ETF worth $1.83M as of Q1 2026.
Vanguard Mid-Cap ETF was a new Kiley Juergens Wealth Management position in Q1 2026.
Vanguard Mid-Cap ETF made up 0.32% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #56 holding.
Kiley Juergens Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 4 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.