Kingswood Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Kingswood Wealth Advisors’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	$8.69M	Buy	107,900 +4,564	+4%	+$354K	0.35%	55
2026 Q1	$7.42M	Buy	103,336 +5,684	+6%	+$422K	0.35%	55
2025 Q4	$7.09M	Buy	97,652 +22,212	+29%	+$1.62M	0.34%	57
2025 Q3	$5.54M	Buy	75,440 +29,148	+63%	+$2.09M	0.34%	62
2025 Q2	$3.24M	Buy	46,292 +4,216	+10%	+$277K	0.26%	89
2025 Q1	$2.72M	Sell	42,076 -7,356	-15%	-$494K	0.25%	93
2024 Q4	$3.26M	Sell	49,432 -4,328	-8%	-$294K	0.25%	87
2024 Q3	$3.54M	Buy	53,760 +30,036	+127%	+$1.89M	0.25%	93
2024 Q2	$1.44M	Buy	23,724 +7,012	+42%	+$426K	0.13%	169
2024 Q1	$1.04M	Sell	16,712 -936	-5%	-$55.3K	0.12%	196
2023 Q4	$1.03M	Buy	+17,648	New	+$943K	0.12%	191

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

Kingswood Wealth Advisors's VO Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.4% in Q2 2026, buying an estimated $354K and bringing the position to 107,900 shares worth $8.69M. The position accounts for 0.35% of the portfolio, ranked #55.

Kingswood Wealth Advisors first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Kingswood Wealth Advisors held 107,900 shares of Vanguard Morningstar Mid-Cap ETF worth $8.69M as of Q2 2026.
Kingswood Wealth Advisors bought 4,564 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $354K.
Vanguard Morningstar Mid-Cap ETF made up 0.35% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.