Klingman & Associates’s Vanguard Morningstar 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
Q3 | $708K | Buy |
9,028
+5,281
| +141% | +$430K | 0.03% | 178 |
|
|
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% | -$27K | 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
Klingman & Associates's VO Position: Q3 2026 in Review
Klingman & Associates increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 141% in Q3 2026, buying an estimated $430K and bringing the position to 9,028 shares worth $708K. The position accounts for 0.03% of the portfolio, ranked #178.
Klingman & Associates first reported a position in VO in Q4 2014 and has held it in 35 quarters since. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.
- Klingman & Associates held 9,028 shares of Vanguard Morningstar Mid-Cap ETF worth $708K as of Q3 2026.
- Klingman & Associates bought 5,281 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $430K.
- Vanguard Morningstar Mid-Cap ETF made up 0.03% of Klingman & Associates's portfolio in Q3 2026, its #178 holding.
- Klingman & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and has held it in 35 quarters since.
- 912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.
Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.