Klingman & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Klingman & Associates’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	$302K	Sell	3,747 -1	-0%	-$78	0.01%	265
2026 Q1	$269K	Hold	3,748	–	–	0.01%	276
2025 Q4	$272K	Hold	3,748	–	–	0.01%	270
2025 Q3	$275K	Hold	3,748	–	–	0.01%	269
2025 Q2	$262K	Sell	3,748 -488	-12%	-$32K	0.01%	268
2025 Q1	$274K	Sell	4,236 -820	-16%	-$55K	0.02%	226
2024 Q4	$334K	Buy	5,056 +960	+23%	+$65.2K	0.02%	192
2024 Q3	$270K	Hold	4,096	–	–	0.02%	226
2024 Q2	$248K	Sell	4,096 -348	-8%	-$21.1K	0.02%	214
2024 Q1	$278K	Buy	4,444 +348	+8%	+$20.6K	0.02%	196
2023 Q4	$238K	Sell	4,096 -2,000	-33%	-$107K	0.02%	210
2023 Q3	$317K	Buy	6,096 +404	+7%	+$22.2K	0.03%	170
2023 Q2	$313K	Buy	+5,692	New	+$298K	0.03%	167
2020 Q1	–	Sell	-12,420	Closed	-$553K	–	141
2019 Q4	$553K	Hold	12,420	–	–	0.09%	72
2019 Q3	$520K	Buy	12,420 +120	+1%	+$5.01K	0.09%	69
2019 Q2	$514K	Hold	12,300	–	–	0.1%	71
2019 Q1	$494K	Hold	12,300	–	–	0.1%	70
2018 Q4	$425K	Hold	12,300	–	–	0.1%	68
2018 Q3	$505K	Hold	12,300	–	–	0.1%	64
2018 Q2	$485K	Hold	12,300	–	–	0.1%	65
2018 Q1	$474K	Hold	12,300	–	–	0.11%	65
2017 Q4	$476K	Hold	12,300	–	–	0.1%	71
2017 Q3	$452K	Sell	12,300 -680	-5%	-$24.5K	0.11%	62
2017 Q2	$462K	Buy	12,980 +1,900	+17%	+$67.1K	0.12%	60
2017 Q1	$386K	Hold	11,080	–	–	0.11%	69
2016 Q4	$365K	Hold	11,080	–	–	0.11%	63
2016 Q3	$359K	Sell	11,080 -840	-7%	-$26.9K	0.11%	69
2016 Q2	$368K	Hold	11,920	–	–	0.12%	68
2016 Q1	$361K	Buy	11,920 +11,080	+1,319%	+$313K	0.13%	72
2015 Q4	$25K	Hold	840	–	–	0.01%	254
2015 Q3	$24K	Hold	840	–	–	0.01%	249
2015 Q2	$27K	Hold	840	–	–	0.01%	227
2015 Q1	$28K	Hold	840	–	–	0.01%	213
2014 Q4	$25K	Buy	+840	New	+$25.3K	0.01%	219

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

Klingman & Associates's VO Position: Q2 2026 in Review

Klingman & Associates reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.03% in Q2 2026, selling an estimated $78 and leaving 3,747 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #265.

Klingman & Associates first reported a position in VO in Q4 2014 and has held it in 34 quarters since. The position peaked at $553K in Q4 2019. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Klingman & Associates held 3,747 shares of Vanguard Morningstar Mid-Cap ETF worth $302K as of Q2 2026.
Klingman & Associates sold 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #265 holding.
Klingman & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and has held it in 34 quarters since.
Klingman & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $553K in Q4 2019.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.