KPP Advisory Services’s Vanguard Morningstar 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 Q2	$1.3M	Sell	16,184 -668	-4%	-$51.8K	0.16%	120
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

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

KPP Advisory Services's VO Position: Q2 2026 in Review

KPP Advisory Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4% in Q2 2026, selling an estimated $51.8K and leaving 16,184 shares worth $1.3M. The position accounts for 0.16% of the portfolio, ranked #120.

KPP Advisory Services first reported a position in VO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.44M in Q3 2024. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

KPP Advisory Services held 16,184 shares of Vanguard Morningstar Mid-Cap ETF worth $1.3M as of Q2 2026.
KPP Advisory Services sold 668 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $51.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.16% of KPP Advisory Services's portfolio in Q2 2026, its #120 holding.
KPP Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
KPP Advisory Services's Vanguard Morningstar Mid-Cap ETF position peaked at $1.44M in Q3 2024.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.