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KMG Fiduciary Partners’s Vanguard Morningstar 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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

KMG Fiduciary Partners sold out of Vanguard Morningstar 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. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 11,484 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $824K.
  • KMG Fiduciary Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and held it in 25 quarters.
  • KMG Fiduciary Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $12.8M in Q3 2025.
  • 2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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