Kuhn & Co Investment Counsel’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Kuhn & Co Investment Counsel’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	$1.08M	Hold	15,016	–	–	0.69%	41
2025 Q4	$1.09M	Buy	+15,016	New	+$1.09M	0.73%	39
2025 Q3	–	Sell	-15,016	Closed	-$1.05M	–	132
2025 Q2	$1.05M	Hold	15,016	–	–	0.79%	34
2025 Q1	$971K	Hold	15,016	–	–	0.82%	36
2024 Q4	$991K	Buy	15,016 +64	+0.4%	+$4.34K	0.84%	36
2024 Q3	$986K	Buy	14,952 +92	+0.6%	+$5.78K	0.84%	33
2024 Q2	$899K	Buy	14,860 +16	+0.1%	+$972	0.81%	38
2024 Q1	$927K	Sell	14,844 -96	-0.6%	-$5.67K	0.87%	36
2023 Q4	$869K	Buy	+14,940	New	+$798K	0.89%	37

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Kuhn & Co Investment Counsel's VO Position: Q1 2026 in Review

Kuhn & Co Investment Counsel held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q1 2026 at 15,016 shares worth $1.08M. The position accounts for 0.69% of the portfolio, ranked #41.

Kuhn & Co Investment Counsel first reported a position in VO in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.09M in Q4 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Kuhn & Co Investment Counsel held 15,016 shares of Vanguard Morningstar Mid-Cap ETF worth $1.08M as of Q1 2026.
Kuhn & Co Investment Counsel left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.69% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #41 holding.
Kuhn & Co Investment Counsel first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 9 quarters since.
Kuhn & Co Investment Counsel's Vanguard Morningstar Mid-Cap ETF position peaked at $1.09M in Q4 2025.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.