Kings Path Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Kings Path Partners’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	$367K	Buy	4,553 +1	+0%	+$78	0.1%	84
2026 Q1	$327K	Sell	4,552 -120	-3%	-$8.92K	0.11%	86
2025 Q4	$339K	Sell	4,672 -116	-2%	-$8.44K	0.12%	83
2025 Q3	$352K	Sell	4,788 -160	-3%	-$11.5K	0.13%	79
2025 Q2	$346K	Hold	4,948	–	–	0.14%	78
2025 Q1	$320K	Buy	4,948 +4	+0.1%	+$268	0.16%	76
2024 Q4	$326K	Sell	4,944 -144	-3%	-$9.78K	0.14%	108
2024 Q3	$336K	Buy	5,088 +712	+16%	+$44.7K	0.14%	108
2024 Q2	$265K	Buy	+4,376	New	+$266K	0.12%	108

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

Kings Path Partners's VO Position: Q2 2026 in Review

Kings Path Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.02% in Q2 2026, buying an estimated $78 and bringing the position to 4,553 shares worth $367K. The position accounts for 0.1% of the portfolio, ranked #84.

Kings Path Partners first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Kings Path Partners held 4,553 shares of Vanguard Morningstar Mid-Cap ETF worth $367K as of Q2 2026.
Kings Path Partners bought 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
Vanguard Morningstar Mid-Cap ETF made up 0.1% of Kings Path Partners's portfolio in Q2 2026, its #84 holding.
Kings Path Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.