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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
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% -$9.84K 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

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

Krilogy Financial's VO Position: Q2 2026 in Review

Krilogy Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.7% in Q2 2026, buying an estimated $78.4K and bringing the position to 60,839 shares worth $4.9M. The position accounts for 0.14% of the portfolio, ranked #119.

Krilogy Financial first reported a position in VO in Q1 2016 and has held it in 27 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Krilogy Financial held 60,839 shares of Vanguard Morningstar Mid-Cap ETF worth $4.9M as of Q2 2026.
  • Krilogy Financial bought 1,011 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $78.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.14% of Krilogy Financial's portfolio in Q2 2026, its #119 holding.
  • Krilogy Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2016 and has held it in 27 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.