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Krilogy Financial’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Krilogy Financial's VO Position: Q1 2026 in Review

Krilogy Financial reduced its Vanguard Mid-Cap ETF (VO) stake by 1.7% in Q1 2026, selling an estimated $76.7K and leaving 59,828 shares worth $4.53M. The position accounts for 0.15% of the portfolio, ranked #124.

Krilogy Financial first reported a position in VO in Q1 2016 and has held it in 26 quarters since. The position peaked at $4.56M in Q4 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Krilogy Financial held 59,828 shares of Vanguard Mid-Cap ETF worth $4.53M as of Q1 2026.
  • Krilogy Financial sold 1,032 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $76.7K.
  • Vanguard Mid-Cap ETF made up 0.15% of Krilogy Financial's portfolio in Q1 2026, its #124 holding.
  • Krilogy Financial first reported a position in Vanguard Mid-Cap ETF in Q1 2016 and has held it in 26 quarters since.
  • Krilogy Financial's Vanguard Mid-Cap ETF position peaked at $4.56M in Q4 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.