King Wealth Management Group’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.01M | Sell |
69,724
-2,064
| -3% | -$153K | 0.63% | 32 |
|
|
2025
Q4 | $5.21M | Sell |
71,788
-2,228
| -3% | -$162K | 0.63% | 32 |
|
|
2025
Q3 | $5.43M | Sell |
74,016
-1,776
| -2% | -$128K | 0.68% | 33 |
|
|
2025
Q2 | $5.3M | Sell |
75,792
-116
| -0.2% | -$7.61K | 0.72% | 30 |
|
|
2025
Q1 | $4.91M | Hold |
75,908
| – | – | 0.74% | 29 |
|
|
2024
Q4 | $5.01M | Buy |
75,908
+9,072
| +14% | +$616K | 0.73% | 29 |
|
|
2024
Q3 | $4.41M | Sell |
66,836
-8,584
| -11% | -$539K | 0.69% | 31 |
|
|
2024
Q2 | $4.57M | Hold |
75,420
| – | – | 0.76% | 30 |
|
|
2024
Q1 | $4.71M | Buy |
75,420
+200
| +0.3% | +$11.8K | 0.83% | 29 |
|
|
2023
Q4 | $4.38M | Buy |
75,220
+4,628
| +7% | +$247K | 0.85% | 30 |
|
|
2023
Q3 | $3.67M | Buy |
70,592
+20
| +0% | +$1.1K | 0.77% | 33 |
|
|
2023
Q2 | $3.88M | Hold |
70,572
| – | – | 0.79% | 32 |
|
|
2023
Q1 | $3.72M | Sell |
70,572
-996
| -1% | -$53K | 0.82% | 32 |
|
|
2022
Q4 | $3.65M | Buy |
+71,568
| New | +$3.65M | 0.87% | 32 |
|
|
2020
Q1 | – | Sell |
-6,148
| Closed | -$274K | – | 159 |
|
|
2019
Q4 | $274K | Hold |
6,148
| – | – | 0.07% | 117 |
|
|
2019
Q3 | $257K | Hold |
6,148
| – | – | 0.07% | 116 |
|
|
2019
Q2 | $257K | Hold |
6,148
| – | – | 0.08% | 116 |
|
|
2019
Q1 | $247K | Sell |
6,148
-3,260
| -35% | -$125K | 0.08% | 115 |
|
|
2018
Q4 | $325K | Sell |
9,408
-1,240
| -12% | -$46.6K | 0.12% | 83 |
|
|
2018
Q3 | $437K | Sell |
10,648
-1,312
| -11% | -$53.5K | 0.14% | 76 |
|
|
2018
Q2 | $471K | Hold |
11,960
| – | – | 0.16% | 71 |
|
|
2018
Q1 | $461K | Buy |
11,960
+112
| +0.9% | +$4.41K | 0.16% | 72 |
|
|
2017
Q4 | $458K | Hold |
11,848
| – | – | 0.16% | 73 |
|
|
2017
Q3 | $435K | Hold |
11,848
| – | – | 0.16% | 77 |
|
|
2017
Q2 | $422K | Sell |
11,848
-300
| -2% | -$10.6K | 0.17% | 78 |
|
|
2017
Q1 | $423K | Hold |
12,148
| – | – | 0.18% | 76 |
|
|
2016
Q4 | $400K | Hold |
12,148
| – | – | 0.18% | 74 |
|
|
2016
Q3 | $393K | Hold |
12,148
| – | – | 0.2% | 68 |
|
|
2016
Q2 | $375K | Sell |
12,148
-2,000
| -14% | -$61.1K | 0.2% | 64 |
|
|
2016
Q1 | $429K | Sell |
14,148
-4,000
| -22% | -$113K | 0.23% | 59 |
|
|
2015
Q4 | $545K | Hold |
18,148
| – | – | 0.3% | 56 |
|
|
2015
Q3 | $529K | Hold |
18,148
| – | – | 0.33% | 56 |
|
|
2015
Q2 | $578K | Hold |
18,148
| – | – | 0.32% | 56 |
|
|
2015
Q1 | $602K | Buy |
18,148
+3,616
| +25% | +$114K | 0.35% | 49 |
|
|
2014
Q4 | $449K | Sell |
14,532
-13,092
| -47% | -$395K | 0.24% | 65 |
|
|
2014
Q3 | $810K | Buy |
27,624
+400
| +1% | +$11.9K | 0.51% | 47 |
|
|
2014
Q2 | $805K | Buy |
27,224
+2,200
| +9% | +$62.8K | 0.5% | 49 |
|
|
2014
Q1 | $711K | Buy |
25,024
+9,612
| +62% | +$267K | 0.49% | 45 |
|
|
2013
Q4 | $424K | Buy |
+15,412
| New | +$410K | 0.24% | 80 |
|
Other funds holding VO
King Wealth Management Group's VO Position: Q1 2026 in Review
King Wealth Management Group reduced its Vanguard Mid-Cap ETF (VO) stake by 2.9% in Q1 2026, selling an estimated $153K and leaving 69,724 shares worth $5.01M. The position accounts for 0.63% of the portfolio, ranked #32.
King Wealth Management Group first reported a position in VO in Q4 2013 and has held it in 39 quarters since. The position peaked at $5.43M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- King Wealth Management Group held 69,724 shares of Vanguard Mid-Cap ETF worth $5.01M as of Q1 2026.
- King Wealth Management Group sold 2,064 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $153K.
- Vanguard Mid-Cap ETF made up 0.63% of King Wealth Management Group's portfolio in Q1 2026, its #32 holding.
- King Wealth Management Group first reported a position in Vanguard Mid-Cap ETF in Q4 2013 and has held it in 39 quarters since.
- King Wealth Management Group's Vanguard Mid-Cap ETF position peaked at $5.43M in Q3 2025.
- 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.