Ken Fisher
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Ken Fisher’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Ken Fisher’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
Q1 		$1.62M Buy
22,604
+4,232
+23% +$314K ﹤0.01% 613
2025
Q4 		$1.33M Buy
18,372
+11,188
+156% +$814K ﹤0.01% 635
2025
Q3 		$528K Sell
7,184
-16
-0.2% -$1.15K ﹤0.01% 772
2025
Q2 		$504K Sell
7,200
-11,620
-62% -$763K ﹤0.01% 788
2025
Q1 		$1.22M Buy
18,820
+1,224
+7% +$82.1K ﹤0.01% 649
2024
Q4 		$1.16M Buy
17,596
+7,700
+78% +$523K ﹤0.01% 642
2024
Q3 		$653K Sell
9,896
-4,924
-33% -$309K ﹤0.01% 717
2024
Q2 		$897K Sell
14,820
-5,076
-26% -$308K ﹤0.01% 695
2024
Q1 		$1.24M Buy
19,896
+6,348
+47% +$375K ﹤0.01% 656
2023
Q4 		$788K Buy
13,548
+196
+1% +$10.5K ﹤0.01% 725
2023
Q3 		$695K Buy
13,352
+3,328
+33% +$183K ﹤0.01% 801
2023
Q2 		$552K Buy
10,024
+5,188
+107% +$272K ﹤0.01% 858
2023
Q1 		$255K Sell
4,836
-2,200
-31% -$117K ﹤0.01% 939
2022
Q4 		$359K Buy
7,036
+2,384
+51% +$121K ﹤0.01% 887
2022
Q3 		$219K Buy
4,652
+552
+13% +$28.8K ﹤0.01% 872
2022
Q2 		$202K Sell
4,100
-1,768
-30% -$95.5K ﹤0.01% 862
2022
Q1 		$349K Buy
5,868
+1,100
+23% +$64.5K ﹤0.01% 790
2021
Q4 		$304K Buy
+4,768
New +$299K ﹤0.01% 851
2021
Q2 		– Sell
-4,452
Closed -$246K – 969
2021
Q1 		$246K Sell
4,452
-11,480
-72% -$623K ﹤0.01% 826
2020
Q4 		$824K Buy
+15,932
New +$771K ﹤0.01% 621
2019
Q3 		– Sell
-6,180
Closed -$258K – 874
2019
Q2 		$258K Buy
+6,180
New +$253K ﹤0.01% 758
2018
Q4 		– Sell
-11,488
Closed -$472K – 852
2018
Q3 		$472K Buy
+11,488
New +$469K ﹤0.01% 658
2018
Q1 		– Sell
-7,124
Closed -$276K – 827
2017
Q4 		$276K Buy
+7,124
New +$269K ﹤0.01% 755
2017
Q2 		– Sell
-6,032
Closed -$210K – 777
2017
Q1 		$210K Buy
+6,032
New +$207K ﹤0.01% 680

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ken Fisher's VO Position: Q1 2026 in Review

Ken Fisher increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 23% in Q1 2026, buying an estimated $314K and bringing the position to 22,604 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Ken Fisher first reported a position in VO in Q1 2017 and has held it in 24 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Ken Fisher held 22,604 shares of Vanguard Morningstar Mid-Cap ETF worth $1.62M as of Q1 2026.
  • Ken Fisher bought 4,232 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $314K.
  • Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #613 holding.
  • Ken Fisher first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2017 and has held it in 24 quarters since.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.