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KWB Wealth’s Vanguard 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
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% -$2.17K 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

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

KWB Wealth's VO Position: Q2 2026 in Review

KWB Wealth reduced its Vanguard Mid-Cap ETF (VO) stake by 0.19% in Q2 2026, selling an estimated $620 and leaving 4,140 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #138.

KWB Wealth first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $381K in Q1 2022. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • KWB Wealth held 4,140 shares of Vanguard Mid-Cap ETF worth $334K as of Q2 2026.
  • KWB Wealth sold 8 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $620.
  • Vanguard Mid-Cap ETF made up 0.03% of KWB Wealth's portfolio in Q2 2026, its #138 holding.
  • KWB Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's Vanguard Mid-Cap ETF position peaked at $381K in Q1 2022.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.