Koss-Olinger Consulting’s Vanguard Morningstar 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 Q2	$315K	Sell	3,912 -6,080	-61%	-$471K	0.02%	124
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

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 22.9% 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

Koss-Olinger Consulting's VO Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 61% in Q2 2026, selling an estimated $471K and leaving 3,912 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #124.

Koss-Olinger Consulting first reported a position in VO in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.18M in Q1 2025. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Koss-Olinger Consulting held 3,912 shares of Vanguard Morningstar Mid-Cap ETF worth $315K as of Q2 2026.
Koss-Olinger Consulting sold 6,080 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $471K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Koss-Olinger Consulting's portfolio in Q2 2026, its #124 holding.
Koss-Olinger Consulting first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
Koss-Olinger Consulting's Vanguard Morningstar Mid-Cap ETF position peaked at $1.18M in Q1 2025.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.