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Kraft Davis & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Kraft Davis & Associates’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 		$1.87M Sell
23,413
-40,679
-63% -$3.15M 0.39% 48
2026
Q1 		$1.24M Buy
+64,092
New +$4.76M 0.26% 52

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Kraft Davis & Associates's VO Position: Q2 2026 in Review

Kraft Davis & Associates reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 63% in Q2 2026, selling an estimated $3.15M and leaving 23,413 shares worth $1.87M. The position accounts for 0.39% of the portfolio, ranked #48.

Kraft Davis & Associates first reported a position in VO in Q1 2026 and has held it in 2 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Kraft Davis & Associates held 23,413 shares of Vanguard Morningstar Mid-Cap ETF worth $1.87M as of Q2 2026.
  • Kraft Davis & Associates sold 40,679 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.15M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.39% of Kraft Davis & Associates's portfolio in Q2 2026, its #48 holding.
  • Kraft Davis & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.