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

Kennicott 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	$620K	Hold	7,700	–	–	0.29%	32
2026 Q1	$553K	Hold	7,700	–	–	0.3%	31
2025 Q4	$559K	Sell	7,700 -544	-7%	-$39.6K	0.27%	33
2025 Q3	$605K	Sell	8,244 -428	-5%	-$30.7K	0.29%	33
2025 Q2	$607K	Hold	8,672	–	–	0.35%	30
2025 Q1	$561K	Hold	8,672	–	–	0.37%	29
2024 Q4	$573K	Hold	8,672	–	–	0.29%	28
2024 Q3	$572K	Hold	8,672	–	–	0.22%	30
2024 Q2	$525K	Hold	8,672	–	–	0.22%	29
2024 Q1	$542K	Hold	8,672	–	–	0.24%	28
2023 Q4	$504K	Sell	8,672 -4	-0%	-$214	0.25%	27
2023 Q3	$452K	Sell	8,676 -17,344	-67%	-$951K	0.26%	25
2023 Q2	$477K	Buy	26,020 +17,348	+200%	+$909K	0.24%	29
2023 Q1	$457K	Sell	8,672 -596	-6%	-$31.7K	0.28%	29
2022 Q4	$472K	Buy	9,268 +604	+7%	+$30.8K	0.36%	29
2022 Q3	$407K	Sell	8,664 -600	-6%	-$31.4K	0.33%	31
2022 Q2	$456K	Buy	9,264 +4	+0%	+$216	0.35%	28
2022 Q1	$551K	Buy	9,260 +544	+6%	+$31.9K	0.32%	31
2021 Q4	$555K	Buy	8,716 +4	+0%	+$251	0.34%	34
2021 Q3	$516K	Hold	8,712	–	–	0.37%	34
2021 Q2	$517K	Buy	8,712 +4	+0%	+$232	0.38%	35
2021 Q1	$482K	Buy	+8,708	New	+$473K	0.4%	35

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

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

Kennicott Capital Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 7,700 shares worth $620K. The position accounts for 0.29% of the portfolio, ranked #32.

Kennicott Capital Management first reported a position in VO in Q1 2021 and has held it in 22 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Kennicott Capital Management held 7,700 shares of Vanguard Morningstar Mid-Cap ETF worth $620K as of Q2 2026.
Kennicott Capital Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.29% of Kennicott Capital Management's portfolio in Q2 2026, its #32 holding.
Kennicott Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Kennicott Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.