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 Q3	$357K	Buy	4,555 +2	+0%	+$163	0.09%	86
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%	-$9.8K	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

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Kings Path Partners's VO Position: Q3 2026 in Review

Kings Path Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.04% in Q3 2026, buying an estimated $163 and bringing the position to 4,555 shares worth $357K. The position accounts for 0.09% of the portfolio, ranked #86.

Kings Path Partners first reported a position in VO in Q2 2024 and has held it in 10 quarters since. The position peaked at $367K in Q2 2026. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Kings Path Partners held 4,555 shares of Vanguard Morningstar Mid-Cap ETF worth $357K as of Q3 2026.
Kings Path Partners bought 2 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $163.
Vanguard Morningstar Mid-Cap ETF made up 0.09% of Kings Path Partners's portfolio in Q3 2026, its #86 holding.
Kings Path Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 10 quarters since.
Kings Path Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $367K in Q2 2026.
912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.