Kendall Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.46M | Sell |
80,166
-54
| -0.1% | -$4.19K | 1.08% | 22 |
|
|
2026
Q1 | $5.76M | Buy |
80,220
+52
| +0.1% | +$3.86K | 1.18% | 17 |
|
|
2025
Q4 | $5.82M | Hold |
80,168
| – | – | 1.22% | 18 |
|
|
2025
Q3 | $5.89M | Hold |
80,168
| – | – | 1.33% | 17 |
|
|
2025
Q2 | $5.61M | Hold |
80,168
| – | – | 1.48% | 14 |
|
|
2025
Q1 | $5.18M | Hold |
80,168
| – | – | 1.52% | 13 |
|
|
2024
Q4 | $5.29M | Hold |
80,168
| – | – | 1.55% | 14 |
|
|
2024
Q3 | $5.29M | Buy |
80,168
+612
| +0.8% | +$38.4K | 1.63% | 13 |
|
|
2024
Q2 | $4.82M | Hold |
79,556
| – | – | 1.61% | 14 |
|
|
2024
Q1 | $4.97M | Buy |
79,556
+11,400
| +17% | +$674K | 1.71% | 10 |
|
|
2023
Q4 | $3.96M | Hold |
68,156
| – | – | 1.54% | 11 |
|
|
2023
Q3 | $3.55M | Buy |
68,156
+1,352
| +2% | +$74.1K | 1.57% | 11 |
|
|
2023
Q2 | $3.68M | Hold |
66,804
| – | – | 1.61% | 12 |
|
|
2023
Q1 | $3.52M | Hold |
66,804
| – | – | 1.69% | 10 |
|
|
2022
Q4 | $3.4M | Sell |
66,804
-72
| -0.1% | -$3.67K | 1.72% | 9 |
|
|
2022
Q3 | $3.14M | Sell |
66,876
-100
| -0.1% | -$5.23K | 1.83% | 10 |
|
|
2022
Q2 | $3.3M | Hold |
66,976
| – | – | 1.82% | 11 |
|
|
2022
Q1 | $3.98M | Sell |
66,976
-5,628
| -8% | -$330K | 1.92% | 8 |
|
|
2021
Q4 | $4.62M | Buy |
72,604
+4,100
| +6% | +$257K | 2.2% | 8 |
|
|
2021
Q3 | $4.05M | Buy |
68,504
+1,592
| +2% | +$96.2K | 2.19% | 7 |
|
|
2021
Q2 | $3.97M | Buy |
66,912
+100
| +0.1% | +$5.8K | 2.23% | 8 |
|
|
2021
Q1 | $3.7M | Hold |
66,812
| – | – | 2.29% | 10 |
|
|
2020
Q4 | $3.45M | Hold |
66,812
| – | – | 2.52% | 5 |
|
|
2020
Q3 | $2.94M | Hold |
66,812
| – | – | 2.56% | 6 |
|
|
2020
Q2 | $2.74M | Sell |
66,812
-16
| -0% | -$613 | 2.62% | 5 |
|
|
2020
Q1 | $2.2M | Hold |
66,828
| – | – | 2.49% | 6 |
|
|
2019
Q4 | $2.98M | Hold |
66,828
| – | – | 2.34% | 5 |
|
|
2019
Q3 | $2.8M | Buy |
66,828
+92
| +0.1% | +$3.84K | 2.47% | 4 |
|
|
2019
Q2 | $2.79M | Buy |
66,736
+1,236
| +2% | +$50.6K | 2.52% | 4 |
|
|
2019
Q1 | $2.63M | Hold |
65,500
| – | – | 2.5% | 5 |
|
|
2018
Q4 | $2.26M | Hold |
65,500
| – | – | 2.34% | 6 |
|
|
2018
Q3 | $2.69M | Hold |
65,500
| – | – | 2.29% | 7 |
|
|
2018
Q2 | $2.58M | Hold |
65,500
| – | – | 2.28% | 8 |
|
|
2018
Q1 | $2.52M | Buy |
65,500
+300
| +0.5% | +$11.8K | 2.19% | 8 |
|
|
2017
Q4 | $2.52M | Buy |
+65,200
| New | +$2.46M | 2.24% | 8 |
|
Other funds holding VO
Kendall Capital Management's VO Position: Q2 2026 in Review
Kendall Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.07% in Q2 2026, selling an estimated $4.19K and leaving 80,166 shares worth $6.46M. The position accounts for 1.08% of the portfolio, ranked #22.
Kendall Capital Management first reported a position in VO in Q4 2017 and has held it in 35 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Kendall Capital Management held 80,166 shares of Vanguard Morningstar Mid-Cap ETF worth $6.46M as of Q2 2026.
- Kendall Capital Management sold 54 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.19K.
- Vanguard Morningstar Mid-Cap ETF made up 1.08% of Kendall Capital Management's portfolio in Q2 2026, its #22 holding.
- Kendall Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.