Koss-Olinger Consulting’s Vanguard Mid-Cap ETF VO Stock Holding History

Koss-Olinger Consulting’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 Q1	$717K	Sell	9,992 -4,764	-32%	-$354K	0.06%	122
2025 Q4	$1.07M	Sell	14,756 -1,556	-10%	-$113K	0.08%	91
2025 Q3	$1.14M	Sell	16,312 -52	-0.3%	-$3.73K	0.09%	114
2025 Q2	$1.14M	Sell	16,364 -1,912	-10%	-$126K	0.09%	113
2025 Q1	$1.18M	Buy	+18,276	New	+$1.23M	0.1%	104
2024 Q4	–	Sell	-17,048	Closed	-$1.12M	–	288
2024 Q3	$1.12M	Sell	17,048 -556	-3%	-$34.9K	0.1%	100
2024 Q2	$1.06M	Buy	+17,604	New	+$1.07M	0.1%	98
2024 Q1	–	Sell	-18,336	Closed	-$1.07M	–	309
2023 Q4	$1.07M	Sell	18,336 -912	-5%	-$48.7K	0.1%	95
2023 Q3	$1M	Sell	19,248 -456	-2%	-$25K	0.15%	87
2023 Q2	$1.08M	Sell	19,704 -676	-3%	-$35.4K	0.13%	89
2023 Q1	$1.07M	Sell	20,380 -360	-2%	-$19.2K	0.13%	85
2022 Q4	$1.06M	Buy	+20,740	New	+$1.06M	0.15%	81

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Koss-Olinger Consulting's VO Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Vanguard Mid-Cap ETF (VO) stake by 32% in Q1 2026, selling an estimated $354K and leaving 9,992 shares worth $717K. The position accounts for 0.06% of the portfolio, ranked #122.

Koss-Olinger Consulting first reported a position in VO in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.18M in Q1 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Koss-Olinger Consulting held 9,992 shares of Vanguard Mid-Cap ETF worth $717K as of Q1 2026.
Koss-Olinger Consulting sold 4,764 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $354K.
Vanguard Mid-Cap ETF made up 0.06% of Koss-Olinger Consulting's portfolio in Q1 2026, its #122 holding.
Koss-Olinger Consulting first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 12 quarters since.
Koss-Olinger Consulting's Vanguard Mid-Cap ETF position peaked at $1.18M in Q1 2025.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.