KDA
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Kraft Davis & Associates’s Vanguard 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

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

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

Kraft Davis & Associates reduced its Vanguard 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. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Kraft Davis & Associates held 23,413 shares of Vanguard Mid-Cap ETF worth $1.87M as of Q2 2026.
  • Kraft Davis & Associates sold 40,679 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $3.15M.
  • Vanguard 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 Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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