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David Kennon’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

David Kennon’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.2M Sell
46,823
-553
-1% -$158K 4.69% 6
2026
Q1 		$12.4M Buy
47,376
+23
+0% +$6.22K 4.45% 7
2025
Q4 		$12.2M Sell
47,353
-483
-1% -$124K 4.34% 6
2025
Q3 		$12.2M Sell
47,836
-693
-1% -$172K 4.38% 6
2025
Q2 		$11.5M Buy
48,529
+3
+0% +$669 4.3% 6
2025
Q1 		$10.8M Sell
48,526
-1,207
-2% -$288K 4.28% 6
2024
Q4 		$11.9M Buy
49,733
+114
+0.2% +$28.1K 4.71% 6
2024
Q3 		$11.8M Buy
49,619
+487
+1% +$111K 4.63% 6
2024
Q2 		$10.7M Buy
49,132
+352
+0.7% +$77.3K 4.5% 6
2024
Q1 		$11.2M Sell
48,780
-3,745
-7% -$806K 4.77% 6
2023
Q4 		$11.2M Sell
52,525
-756
-1% -$146K 5.02% 6
2023
Q3 		$10.1M Buy
53,281
+843
+2% +$168K 4.83% 6
2023
Q2 		$10.4M Buy
52,438
+956
+2% +$181K 4.86% 6
2023
Q1 		$9.76M Sell
51,482
-6,171
-11% -$1.2M 4.76% 6
2022
Q4 		$10.6M Sell
57,653
-497
-0.9% -$92.1K 5.51% 7
2022
Q3 		$9.94M Buy
+58,150
New +$11M 5.46% 6

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

David Kennon's VB Position: Q2 2026 in Review

David Kennon reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.2% in Q2 2026, selling an estimated $158K and leaving 46,823 shares worth $14.2M. The position accounts for 4.69% of the portfolio, ranked #6.

David Kennon first reported a position in VB in Q3 2022 and has held it in 16 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • David Kennon held 46,823 shares of Vanguard Morningstar Small-Cap ETF worth $14.2M as of Q2 2026.
  • David Kennon sold 553 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $158K.
  • Vanguard Morningstar Small-Cap ETF made up 4.69% of David Kennon's portfolio in Q2 2026, its #6 holding.
  • David Kennon first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on David Kennon's 13F filing for Q2 2026, filed 22 Jul 2026.