KKM Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

KKM Financial’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
2025 Q3	–	Sell	-2,960	Closed	-$207K	–	155
2025 Q2	$207K	Buy	+2,960	New	+$194K	0.07%	150

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KKM Financial's VO Position: Q3 2025 in Review

KKM Financial sold out of Vanguard Mid-Cap ETF (VO) in Q3 2025, closing a stake of 2,960 shares — an estimated $207K sold.

KKM Financial first reported a position in VO in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

KKM Financial reported no remaining Vanguard Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
KKM Financial sold 2,960 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $207K.
KKM Financial first reported a position in Vanguard Mid-Cap ETF in Q2 2025 and held it in 1 quarter.
KKM Financial's Vanguard Mid-Cap ETF position peaked at $207K in Q2 2025.
2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on KKM Financial's 13F filing for Q3 2025, filed 14 Nov 2025.