Kirtland Hills Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Kirtland Hills Capital Management’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 Q1	$810K	Buy	42,360 +31,772	+300%	+$2.36M	0.26%	93
2025 Q4	$768K	Buy	10,588 +336	+3%	+$24.4K	0.27%	91
2025 Q3	$753K	Hold	10,252	–	–	0.3%	91
2025 Q2	$717K	Sell	10,252 -216	-2%	-$14.2K	0.33%	89
2025 Q1	$643K	Buy	10,468 +800	+8%	+$53.7K	0.39%	77
2024 Q4	$638K	Buy	9,668 +1,768	+22%	+$120K	0.41%	76
2024 Q3	$521K	Buy	+7,900	New	+$496K	0.29%	88

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Kirtland Hills Capital Management's VO Position: Q1 2026 in Review

Kirtland Hills Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 300% in Q1 2026, buying an estimated $2.36M and bringing the position to 42,360 shares worth $810K. The position accounts for 0.26% of the portfolio, ranked #93.

Kirtland Hills Capital Management first reported a position in VO in Q3 2024 and has held it in 7 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Kirtland Hills Capital Management held 42,360 shares of Vanguard Morningstar Mid-Cap ETF worth $810K as of Q1 2026.
Kirtland Hills Capital Management bought 31,772 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $2.36M.
Vanguard Morningstar Mid-Cap ETF made up 0.26% of Kirtland Hills Capital Management's portfolio in Q1 2026, its #93 holding.
Kirtland Hills Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Kirtland Hills Capital Management's 13F filing for Q1 2026, filed 13 May 2026.