Kohmann Bosshard Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Kohmann Bosshard Financial Services’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	$1.03M	Sell	12,825 -19	-0.1%	-$1.47K	0.09%	86
2026 Q1	$922K	Hold	12,844	–	–	0.09%	86
2025 Q4	$932K	Hold	12,844	–	–	0.08%	106
2025 Q3	$943K	Sell	12,844 -14,260	-53%	-$1.02M	0.1%	92
2025 Q2	$1.9M	Hold	27,104	–	–	0.21%	49
2025 Q1	$1.75M	Hold	27,104	–	–	0.21%	55
2024 Q4	$1.79M	Hold	27,104	–	–	0.21%	52
2024 Q3	$1.79M	Sell	27,104 -1,600	-6%	-$100K	0.22%	55
2024 Q2	$1.74M	Sell	28,704 -3,612	-11%	-$219K	0.23%	56
2024 Q1	$2.02M	Sell	32,316 -156	-0.5%	-$9.22K	0.28%	52
2023 Q4	$1.89M	Sell	32,472 -3,148	-9%	-$168K	0.29%	55
2023 Q3	$1.85M	Buy	35,620 +6,880	+24%	+$377K	0.32%	47
2023 Q2	$1.58M	Sell	28,740 -3,792	-12%	-$199K	0.27%	56
2023 Q1	$1.72M	Buy	32,532 +1,156	+4%	+$61.5K	0.32%	52
2022 Q4	$1.6M	Buy	31,376 +14,708	+88%	+$749K	0.32%	53
2022 Q3	$783K	Sell	16,668 -9,980	-37%	-$522K	0.17%	66
2022 Q2	$1.31M	Buy	26,648 +9,224	+53%	+$498K	0.29%	49
2022 Q1	$1.04M	Buy	17,424 +8,872	+104%	+$521K	0.2%	55
2021 Q4	$545K	Hold	8,552	–	–	0.11%	68
2021 Q3	$506K	Buy	8,552 +656	+8%	+$39.6K	0.11%	66
2021 Q2	$469K	Hold	7,896	–	–	0.11%	70
2021 Q1	$437K	Hold	7,896	–	–	0.12%	70
2020 Q4	$408K	Buy	7,896 +1,132	+17%	+$54.8K	0.13%	67
2020 Q3	$298K	Sell	6,764 -972	-13%	-$42.4K	0.11%	76
2020 Q2	$318K	Sell	7,736 -300	-4%	-$11.5K	0.12%	73
2020 Q1	$264K	Buy	8,036 +4,976	+163%	+$206K	0.12%	69
2019 Q4	$136K	Hold	3,060	–	–	0.05%	96
2019 Q3	$128K	Hold	3,060	–	–	0.05%	97
2019 Q2	$128K	Hold	3,060	–	–	0.05%	100
2019 Q1	$123K	Hold	3,060	–	–	0.06%	93
2018 Q4	$106K	Hold	3,060	–	–	0.06%	96
2018 Q3	$126K	Hold	3,060	–	–	0.06%	84
2018 Q2	$121K	Hold	3,060	–	–	0.07%	82
2018 Q1	$118K	Hold	3,060	–	–	0.07%	80
2017 Q4	$118K	Hold	3,060	–	–	0.08%	79
2017 Q3	$112K	Buy	+3,060	New	+$110K	0.08%	78
2017 Q1	$108K	Buy	+3,100	New	+$107K	0.09%	78

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

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

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Kohmann Bosshard Financial Services's VO Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its Vanguard Mid-Cap ETF (VO) stake by 0.15% in Q2 2026, selling an estimated $1.47K and leaving 12,825 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #86.

Kohmann Bosshard Financial Services first reported a position in VO in Q1 2017 and has held it in 37 quarters since. The position peaked at $2.02M in Q1 2024. 1,012 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Kohmann Bosshard Financial Services held 12,825 shares of Vanguard Mid-Cap ETF worth $1.03M as of Q2 2026.
Kohmann Bosshard Financial Services sold 19 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $1.47K.
Vanguard Mid-Cap ETF made up 0.09% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #86 holding.
Kohmann Bosshard Financial Services first reported a position in Vanguard Mid-Cap ETF in Q1 2017 and has held it in 37 quarters since.
Kohmann Bosshard Financial Services's Vanguard Mid-Cap ETF position peaked at $2.02M in Q1 2024.
1,012 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.