DK
VO icon

David Kennon’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

David Kennon’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 		$10.4M Sell
133,002
-10,677
-7% -$868K 3.45% 7
2026
Q2 		$11.6M Sell
143,679
-6,469
-4% -$502K 3.83% 7
2026
Q1 		$10.8M Buy
150,148
+2,288
+2% +$170K 3.87% 8
2025
Q4 		$10.7M Sell
147,860
-1,532
-1% -$111K 3.81% 8
2025
Q3 		$11M Sell
149,392
-2,124
-1% -$153K 3.95% 7
2025
Q2 		$10.6M Sell
151,516
-244
-0.2% -$16K 3.96% 7
2025
Q1 		$9.81M Sell
151,760
-2,964
-2% -$199K 3.91% 7
2024
Q4 		$10.2M Buy
154,724
+780
+0.5% +$53K 4.03% 7
2024
Q3 		$10.2M Buy
153,944
+1,472
+1% +$92.4K 4% 7
2024
Q2 		$9.23M Buy
152,472
+824
+0.5% +$50.1K 3.88% 7
2024
Q1 		$9.47M Sell
151,648
-16,500
-10% -$975K 4.05% 7
2023
Q4 		$9.78M Sell
168,148
-1,064
-0.6% -$56.8K 4.38% 7
2023
Q3 		$8.81M Buy
169,212
+3,124
+2% +$171K 4.22% 7
2023
Q2 		$9.14M Buy
166,088
+3,404
+2% +$178K 4.26% 7
2023
Q1 		$8.58M Sell
162,684
-60,324
-27% -$3.21M 4.19% 7
2022
Q4 		$11.4M Sell
223,008
-3,480
-2% -$177K 5.92% 4
2022
Q3 		$10.6M Buy
+226,488
New +$11.8M 5.85% 4

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

David Kennon's VO Position: Q3 2026 in Review

David Kennon reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.4% in Q3 2026, selling an estimated $868K and leaving 133,002 shares worth $10.4M. The position accounts for 3.45% of the portfolio, ranked #7.

David Kennon first reported a position in VO in Q3 2022 and has held it in 17 quarters since. The position peaked at $11.6M in Q2 2026. 314 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • David Kennon held 133,002 shares of Vanguard Morningstar Mid-Cap ETF worth $10.4M as of Q3 2026.
  • David Kennon sold 10,677 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $868K.
  • Vanguard Morningstar Mid-Cap ETF made up 3.45% of David Kennon's portfolio in Q3 2026, its #7 holding.
  • David Kennon first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2022 and has held it in 17 quarters since.
  • David Kennon's Vanguard Morningstar Mid-Cap ETF position peaked at $11.6M in Q2 2026.
  • 314 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on David Kennon's 13F filing for Q3 2026, filed 13 Oct 2026.