Krilogy Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Krilogy Financial’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 Q3	$4.93M	Buy	60,955 +116	+0.2%	+$9.44K	0.13%	118
2026 Q2	$4.9M	Buy	60,839 +1,011	+2%	+$78.4K	0.14%	119
2026 Q1	$4.53M	Sell	59,828 -1,032	-2%	-$76.7K	0.15%	124
2025 Q4	$4.56M	Buy	60,860 +2,100	+4%	+$153K	0.16%	109
2025 Q3	$4.24M	Buy	+58,760	New	+$4.22M	0.16%	105
2025 Q2	–	Sell	-41,636	Closed	-$2.69M	–	264
2025 Q1	$2.69M	Sell	41,636 -712	-2%	-$47.8K	0.17%	105
2024 Q4	$2.8M	Buy	42,348 +1,248	+3%	+$84.7K	0.19%	102
2024 Q3	$2.71M	Buy	+41,100	New	+$2.58M	0.19%	108
2023 Q2	–	Sell	-31,732	Closed	-$1.67M	–	394
2023 Q1	$1.67M	Buy	31,732 +3,612	+13%	+$192K	0.14%	126
2022 Q4	$1.43M	Buy	28,120 +6,596	+31%	+$336K	0.14%	121
2022 Q3	$1.01M	Buy	21,524 +7,888	+58%	+$412K	0.12%	121
2022 Q2	$671K	Sell	13,636 -316	-2%	-$17.1K	0.08%	172
2022 Q1	$830K	Sell	13,952 -352	-2%	-$20.7K	0.08%	147
2021 Q4	$911K	Buy	14,304 +888	+7%	+$55.7K	0.09%	137
2021 Q3	$794K	Buy	13,416 +456	+4%	+$27.6K	0.08%	155
2021 Q2	$769K	Buy	12,960 +2,756	+27%	+$160K	0.08%	152
2021 Q1	$565K	Buy	10,204 +2,092	+26%	+$114K	0.06%	165
2020 Q4	$419K	Buy	+8,112	New	+$393K	0.05%	191
2018 Q4	–	Sell	-208	Closed	-$8K	–	664
2018 Q3	$8K	Buy	+208	New	+$8.49K	﹤0.01%	565
2018 Q2	–	Sell	-208	Closed	-$8K	–	616
2018 Q1	$8K	Hold	208	–	–	﹤0.01%	555
2017 Q4	$8K	Sell	208 -344	-62%	-$13K	﹤0.01%	547
2017 Q3	$20K	Hold	552	–	–	0.01%	474
2017 Q2	$20K	Buy	552 +4	+0.7%	+$141	0.01%	440
2017 Q1	$18K	Hold	548	–	–	0.01%	438
2016 Q4	$18K	Sell	548 -304	-36%	-$9.8K	0.01%	438
2016 Q3	$28K	Sell	852 -596	-41%	-$19.1K	0.01%	396
2016 Q2	$45K	Buy	1,448 +1,000	+223%	+$30.6K	0.02%	320
2016 Q1	$14K	Buy	+448	New	+$12.7K	0.01%	436

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Krilogy Financial's VO Position: Q3 2026 in Review

Krilogy Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.19% in Q3 2026, buying an estimated $9.44K and bringing the position to 60,955 shares worth $4.93M. The position accounts for 0.13% of the portfolio, ranked #118.

Krilogy Financial first reported a position in VO in Q1 2016 and has held it in 28 quarters since. 835 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Krilogy Financial held 60,955 shares of Vanguard Morningstar Mid-Cap ETF worth $4.93M as of Q3 2026.
Krilogy Financial bought 116 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $9.44K.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of Krilogy Financial's portfolio in Q3 2026, its #118 holding.
Krilogy Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2016 and has held it in 28 quarters since.
835 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.