KWB Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

KWB Wealth’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	$325K	Hold	4,140	–	–	0.03%	147
2026 Q2	$334K	Sell	4,140 -8	-0.2%	-$620	0.03%	138
2026 Q1	$301K	Hold	4,148	–	–	0.03%	133
2025 Q4	$301K	Buy	4,148 +164	+4%	+$11.9K	0.03%	146
2025 Q3	$279K	Sell	3,984 -1,064	-21%	-$76.4K	0.03%	126
2025 Q2	$326K	Hold	5,048	–	–	0.04%	116
2025 Q1	$333K	Sell	5,048 -12	-0.2%	-$805	0.04%	116
2024 Q4	$334K	Hold	5,060	–	–	0.04%	112
2024 Q3	$306K	Sell	5,060 -228	-4%	-$14.3K	0.04%	101
2024 Q2	$330K	Hold	5,288	–	–	0.05%	100
2024 Q1	$330K	Sell	5,288 -84	-2%	-$4.96K	0.04%	101
2023 Q4	$312K	Hold	5,372	–	–	0.05%	106
2023 Q3	$296K	Hold	5,372	–	–	0.05%	101
2023 Q2	$296K	Sell	5,372 -600	-10%	-$31.5K	0.05%	106
2023 Q1	$304K	Hold	5,972	–	–	0.06%	98
2022 Q4	$304K	Sell	5,972 -48	-0.8%	-$2.44K	0.06%	93
2022 Q3	$283K	Buy	6,020 +8	+0.1%	+$418	0.06%	84
2022 Q2	$296K	Buy	6,012 +24	+0.4%	+$1.3K	0.06%	86
2022 Q1	$381K	Hold	5,988	–	–	0.06%	68
2021 Q4	$381K	Hold	5,988	–	–	0.06%	68
2021 Q3	$354K	Sell	5,988 -36	-0.6%	-$2.18K	0.06%	67
2021 Q2	$333K	Hold	6,024	–	–	0.06%	62
2021 Q1	$333K	Hold	6,024	–	–	0.06%	62
2020 Q4	$311K	Buy	+6,024	New	+$292K	0.06%	60

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

KWB Wealth's VO Position: Q3 2026 in Review

KWB Wealth held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 4,140 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #147.

KWB Wealth first reported a position in VO in Q4 2020 and has held it in 24 quarters since. The position peaked at $381K in Q1 2022. 835 funds tracked by Wall St. Rank hold VO as of Q3 2026.

KWB Wealth held 4,140 shares of Vanguard Morningstar Mid-Cap ETF worth $325K as of Q3 2026.
KWB Wealth left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of KWB Wealth's portfolio in Q3 2026, its #147 holding.
KWB Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
KWB Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $381K in Q1 2022.
835 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.