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KMG Fiduciary Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-11,484
Closed -$824K – 267
2026
Q1 		$824K Sell
11,484
-1,012
-8% -$75.2K 0.06% 178
2025
Q4 		$907K Sell
12,496
-161,188
-93% -$11.7M 0.06% 167
2025
Q3 		$12.8M Buy
173,684
+2,648
+2% +$190K 0.86% 26
2025
Q2 		$12M Sell
171,036
-1,760
-1% -$116K 0.89% 24
2025
Q1 		$11.2M Buy
172,796
+5,340
+3% +$358K 0.93% 24
2024
Q4 		$11.1M Sell
167,456
-3,376
-2% -$229K 0.92% 24
2024
Q3 		$11.3M Sell
170,832
-7,532
-4% -$473K 0.97% 24
2024
Q2 		$10.8M Buy
178,364
+2,744
+2% +$167K 1.06% 22
2024
Q1 		$11M Buy
175,620
+1,168
+0.7% +$69K 1.14% 19
2023
Q4 		$10.1M Buy
174,452
+820
+0.5% +$43.8K 1.18% 18
2023
Q3 		$9.04M Sell
173,632
-144
-0.1% -$7.9K 1.19% 19
2023
Q2 		$9.56M Buy
173,776
+13,744
+9% +$721K 1.24% 18
2023
Q1 		$8.44M Buy
160,032
+92,908
+138% +$4.94M 1.21% 17
2022
Q4 		$3.42M Buy
67,124
+57,652
+609% +$2.94M 0.56% 58
2022
Q3 		$445K Sell
9,472
-8
-0.1% -$418 0.09% 144
2022
Q2 		$467K Buy
9,480
+4
+0% +$216 0.09% 146
2022
Q1 		$564K Sell
9,476
-96
-1% -$5.63K 0.09% 142
2021
Q4 		$610K Buy
9,572
+96
+1% +$6.02K 0.09% 125
2021
Q3 		$561K Hold
9,476
– – 0.1% 126
2021
Q2 		$562K Buy
9,476
+72
+0.8% +$4.17K 0.1% 127
2021
Q1 		$520K Sell
9,404
-1,488
-14% -$80.7K 0.1% 125
2020
Q4 		$560K Sell
10,892
-360
-3% -$17.4K 0.12% 116
2020
Q3 		$496K Sell
11,252
-276
-2% -$12K 0.12% 112
2020
Q2 		$472K Sell
11,528
-70,356
-86% -$2.69M 0.13% 95
2020
Q1 		$2.69M Buy
+81,884
New +$3.39M 0.87% 36

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

KMG Fiduciary Partners's VO Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of Vanguard Mid-Cap ETF (VO) in Q2 2026, closing a stake of 11,484 shares — an estimated $824K sold.

KMG Fiduciary Partners first reported a position in VO in Q1 2020 and held it in 25 quarters. The position peaked at $12.8M in Q3 2025. 495 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining Vanguard Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 11,484 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $824K.
  • KMG Fiduciary Partners first reported a position in Vanguard Mid-Cap ETF in Q1 2020 and held it in 25 quarters.
  • KMG Fiduciary Partners's Vanguard Mid-Cap ETF position peaked at $12.8M in Q3 2025.
  • 495 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.