KPP Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History

KPP Advisory 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 Q1	$1.21M	Sell	16,852 -4	-0%	-$297	0.18%	121
2025 Q4	$1.22M	Sell	16,856 -32	-0.2%	-$2.33K	0.18%	118
2025 Q3	$1.24M	Buy	16,888 +84	+0.5%	+$6.03K	0.18%	117
2025 Q2	$1.18M	Sell	16,804 -1,396	-8%	-$91.6K	0.19%	114
2025 Q1	$1.18M	Sell	18,200 -2,928	-14%	-$196K	0.22%	100
2024 Q4	$1.4M	Sell	21,128 -644	-3%	-$43.7K	0.33%	71
2024 Q3	$1.44M	Sell	21,772 -300	-1%	-$18.8K	0.34%	68
2024 Q2	$1.34M	Buy	22,072 +752	+4%	+$45.7K	0.36%	64
2024 Q1	$1.33M	Buy	+21,320	New	+$1.26M	0.37%	63
2023 Q4	–	Sell	-24,804	Closed	-$1.29M	–	215
2023 Q3	$1.29M	Buy	+24,804	New	+$1.36M	0.43%	55

Other funds holding VO

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Jones Financial Companies

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

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Creative Planning

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

Raymond James Financial

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

Northwestern Mutual Wealth Management

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

Envestnet Asset Management

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