KFG
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Kingdom Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Kingdom Financial 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
Q2 		$70.7K Sell
878
-722
-45% -$56K 0.02% 220
2026
Q1 		$115K Buy
1,600
+796
+99% +$59.1K 0.03% 196
2025
Q4 		$58.3K Buy
+804
New +$58.5K 0.02% 240

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Kingdom Financial Group's VO Position: Q2 2026 in Review

Kingdom Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 45% in Q2 2026, selling an estimated $56K and leaving 878 shares worth $70.7K. The position accounts for 0.02% of the portfolio, ranked #220.

Kingdom Financial Group first reported a position in VO in Q4 2025 and has held it in 3 quarters since. The position peaked at $115K in Q1 2026. 2,483 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Kingdom Financial Group held 878 shares of Vanguard Morningstar Mid-Cap ETF worth $70.7K as of Q2 2026.
  • Kingdom Financial Group sold 722 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $56K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of Kingdom Financial Group's portfolio in Q2 2026, its #220 holding.
  • Kingdom Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Kingdom Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $115K in Q1 2026.
  • 2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.