Kanawha Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Kanawha Capital Management’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	$311K	Sell	3,858 -2	-0.1%	-$155	0.02%	199
2026 Q1	$277K	Hold	3,860	–	–	0.02%	196
2025 Q4	$280K	Sell	3,860 -40	-1%	-$2.91K	0.02%	196
2025 Q3	$286K	Hold	3,900	–	–	0.02%	192
2025 Q2	$273K	Sell	3,900 -176	-4%	-$11.6K	0.02%	187
2025 Q1	$263K	Sell	4,076 -308	-7%	-$20.7K	0.02%	186
2024 Q4	$289K	Hold	4,384	–	–	0.02%	182
2024 Q3	$289K	Hold	4,384	–	–	0.02%	197
2024 Q2	$265K	Buy	4,384 +380	+9%	+$23.1K	0.02%	201
2024 Q1	$250K	Buy	+4,004	New	+$237K	0.02%	199

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

Kanawha Capital Management's VO Position: Q2 2026 in Review

Kanawha Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.05% in Q2 2026, selling an estimated $155 and leaving 3,858 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #199.

Kanawha Capital Management first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Kanawha Capital Management held 3,858 shares of Vanguard Morningstar Mid-Cap ETF worth $311K as of Q2 2026.
Kanawha Capital Management sold 2 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $155.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Kanawha Capital Management's portfolio in Q2 2026, its #199 holding.
Kanawha Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Kanawha Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.