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Vanguard Mid-Cap ETF shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $382k 4.7k 80.57

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Procter & Gamble Company (PG)
Palantir Technologies Cl A (PLTR)
Vanguard Whitehall Fds High Div Yld (VYM)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Kapstone Financial Advisors

Top funds holding Vanguard Mid-Cap ETF

Jones Financial Companies, L.L
Wells Fargo & Company
Bank of America Corporation
UBS Group
Creative Planning
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Us Bancorp
Natixis Asset Management Advisors
LPL Financial
Ameriprise Financial
CIBC Bancorp USA
Moneta Group Investment Advisors
Pnc Financial Services

View all funds holding Vanguard Mid-Cap ETF