Kingsview Wealth Management’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 | $12.1M | Sell |
168,992
-608
| -0.4% | -$45.2K | 0.17% | 113 |
|
|
2025
Q4 | $12.3M | Buy |
169,600
+11,532
| +7% | +$839K | 0.18% | 109 |
|
|
2025
Q3 | $11.6M | Buy |
158,068
+34,872
| +28% | +$2.5M | 0.18% | 105 |
|
|
2025
Q2 | $8.62M | Sell |
123,196
-4,728
| -4% | -$310K | 0.15% | 149 |
|
|
2025
Q1 | $8.27M | Sell |
127,924
-7,372
| -5% | -$495K | 0.16% | 146 |
|
|
2024
Q4 | $8.93M | Buy |
135,296
+9,584
| +8% | +$651K | 0.17% | 125 |
|
|
2024
Q3 | $8.29M | Buy |
125,712
+2,680
| +2% | +$168K | 0.17% | 124 |
|
|
2024
Q2 | $7.45M | Buy |
123,032
+36,076
| +41% | +$2.19M | 0.18% | 131 |
|
|
2024
Q1 | $5.43M | Buy |
86,956
+25,192
| +41% | +$1.49M | 0.14% | 164 |
|
|
2023
Q4 | $3.59M | Buy |
61,764
+5,156
| +9% | +$275K | 0.11% | 183 |
|
|
2023
Q3 | $2.95M | Buy |
56,608
+24,096
| +74% | +$1.32M | 0.11% | 208 |
|
|
2023
Q2 | $1.79M | Buy |
32,512
+3,536
| +12% | +$185K | 0.07% | 263 |
|
|
2023
Q1 | $1.53M | Sell |
28,976
-8,080
| -22% | -$430K | 0.06% | 293 |
|
|
2022
Q4 | $1.89M | Buy |
37,056
+4,648
| +14% | +$237K | 0.08% | 241 |
|
|
2022
Q3 | $1.52M | Buy |
32,408
+764
| +2% | +$39.9K | 0.07% | 265 |
|
|
2022
Q2 | $1.56M | Buy |
31,644
+13,276
| +72% | +$717K | 0.07% | 262 |
|
|
2022
Q1 | $1.09M | Sell |
18,368
-608
| -3% | -$35.7K | 0.05% | 364 |
|
|
2021
Q4 | $1.21M | Buy |
18,976
+320
| +2% | +$20.1K | 0.05% | 339 |
|
|
2021
Q3 | $1.1M | Sell |
18,656
-1,572
| -8% | -$95K | 0.05% | 341 |
|
|
2021
Q2 | $1.21M | Sell |
20,228
-6,472
| -24% | -$375K | 0.06% | 324 |
|
|
2021
Q1 | $1.5M | Buy |
26,700
+13,304
| +99% | +$722K | 0.09% | 245 |
|
|
2020
Q4 | $692K | Buy |
13,396
+5,564
| +71% | +$269K | 0.05% | 366 |
|
|
2020
Q3 | $345K | Buy |
7,832
+1,060
| +16% | +$46.2K | 0.03% | 447 |
|
|
2020
Q2 | $277K | Sell |
6,772
-716
| -10% | -$27.4K | 0.03% | 460 |
|
|
2020
Q1 | $246K | Buy |
7,488
+1,736
| +30% | +$71.9K | 0.03% | 398 |
|
|
2019
Q4 | $256K | Sell |
5,752
-1,252
| -18% | -$53.8K | 0.03% | 396 |
|
|
2019
Q3 | $294K | Buy |
7,004
+220
| +3% | +$9.19K | 0.05% | 339 |
|
|
2019
Q2 | $284K | Sell |
6,784
-2,708
| -29% | -$111K | 0.05% | 332 |
|
|
2019
Q1 | $381K | Buy |
9,492
+928
| +11% | +$35.7K | 0.06% | 306 |
|
|
2018
Q4 | $296K | Sell |
8,564
-56,344
| -87% | -$2.12M | 0.06% | 288 |
|
|
2018
Q3 | $2.66M | Buy |
64,908
+6,304
| +11% | +$257K | 0.54% | 53 |
|
|
2018
Q2 | $2.31M | Sell |
58,604
-4,024
| -6% | -$158K | 0.55% | 55 |
|
|
2018
Q1 | $2.41M | Buy |
62,628
+5,968
| +11% | +$235K | 0.6% | 48 |
|
|
2017
Q4 | $2.19M | Buy |
56,660
+5,916
| +12% | +$223K | 0.78% | 30 |
|
|
2017
Q3 | $1.86M | Buy |
50,744
+9,956
| +24% | +$359K | 0.82% | 28 |
|
|
2017
Q2 | $1.45M | Buy |
40,788
+20,416
| +100% | +$721K | 0.75% | 33 |
|
|
2017
Q1 | $709K | Buy |
+20,372
| New | +$700K | 0.42% | 80 |
|
Other funds holding VO
Kingsview Wealth Management's VO Position: Q1 2026 in Review
Kingsview Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.36% in Q1 2026, selling an estimated $45.2K and leaving 168,992 shares worth $12.1M. The position accounts for 0.17% of the portfolio, ranked #113.
Kingsview Wealth Management first reported a position in VO in Q1 2017 and has held it in 37 quarters since. The position peaked at $12.3M in Q4 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Kingsview Wealth Management held 168,992 shares of Vanguard Mid-Cap ETF worth $12.1M as of Q1 2026.
- Kingsview Wealth Management sold 608 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $45.2K.
- Vanguard Mid-Cap ETF made up 0.17% of Kingsview Wealth Management's portfolio in Q1 2026, its #113 holding.
- Kingsview Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2017 and has held it in 37 quarters since.
- Kingsview Wealth Management's Vanguard Mid-Cap ETF position peaked at $12.3M in Q4 2025.
- 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.