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

Kendall 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
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

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

Kendall Capital Management's VO Position: Q1 2026 in Review

Kendall Capital Management increased its Vanguard Mid-Cap ETF (VO) stake by 0.06% in Q1 2026, buying an estimated $3.86K and bringing the position to 80,220 shares worth $5.76M. The position accounts for 1.18% of the portfolio, ranked #17.

Kendall Capital Management first reported a position in VO in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.89M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Kendall Capital Management held 80,220 shares of Vanguard Mid-Cap ETF worth $5.76M as of Q1 2026.
  • Kendall Capital Management bought 52 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $3.86K.
  • Vanguard Mid-Cap ETF made up 1.18% of Kendall Capital Management's portfolio in Q1 2026, its #17 holding.
  • Kendall Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • Kendall Capital Management's Vanguard Mid-Cap ETF position peaked at $5.89M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.