Knightsbridge Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Knightsbridge Asset Management’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	$3.15M	Buy	39,130 +870	+2%	+$67.4K	0.41%	51
2026 Q1	$2.75M	Buy	38,260 +3,236	+9%	+$240K	0.37%	52
2025 Q4	$2.54M	Buy	35,024 +380	+1%	+$27.6K	0.41%	50
2025 Q3	$2.54M	Buy	34,644 +29,548	+580%	+$2.12M	0.43%	51
2025 Q2	$356K	Buy	+5,096	New	+$335K	0.08%	107

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

Knightsbridge Asset Management's VO Position: Q2 2026 in Review

Knightsbridge Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.3% in Q2 2026, buying an estimated $67.4K and bringing the position to 39,130 shares worth $3.15M. The position accounts for 0.41% of the portfolio, ranked #51.

Knightsbridge Asset Management first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Knightsbridge Asset Management held 39,130 shares of Vanguard Morningstar Mid-Cap ETF worth $3.15M as of Q2 2026.
Knightsbridge Asset Management bought 870 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $67.4K.
Vanguard Morningstar Mid-Cap ETF made up 0.41% of Knightsbridge Asset Management's portfolio in Q2 2026, its #51 holding.
Knightsbridge Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Knightsbridge Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.