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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

David Kennon's VO Position: Q2 2026 in Review

David Kennon reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.3% in Q2 2026, selling an estimated $502K and leaving 143,679 shares worth $11.6M. The position accounts for 3.83% of the portfolio, ranked #7.

David Kennon first reported a position in VO in Q3 2022 and has held it in 16 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

David Kennon held 143,679 shares of Vanguard Morningstar Mid-Cap ETF worth $11.6M as of Q2 2026.
David Kennon sold 6,469 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $502K.
Vanguard Morningstar Mid-Cap ETF made up 3.83% of David Kennon's portfolio in Q2 2026, its #7 holding.
David Kennon first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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