Kennicott Capital Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Kennicott Capital Management’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,181	Closed	-$209K	–	49
2025 Q4	$209K	Sell	1,181 -258	-18%	-$45.2K	0.1%	46
2025 Q3	$251K	Hold	1,439	–	–	0.12%	42
2025 Q2	$237K	Hold	1,439	–	–	0.14%	42
2025 Q1	$231K	Hold	1,439	–	–	0.15%	40
2024 Q4	$233K	Sell	1,439 -160	-10%	-$27K	0.12%	38
2024 Q3	$268K	Hold	1,599	–	–	0.1%	41
2024 Q2	$241K	Sell	1,599 -317	-17%	-$48.1K	0.1%	40
2024 Q1	$299K	Hold	1,916	–	–	0.13%	35
2023 Q4	$278K	Hold	1,916	–	–	0.14%	36
2023 Q3	$251K	Sell	1,916 -3,832	-67%	-$531K	0.14%	31
2023 Q2	$265K	Buy	5,748 +3,832	+200%	+$511K	0.14%	37
2023 Q1	$257K	Hold	1,916	–	–	0.16%	35
2022 Q4	$259K	Hold	1,916	–	–	0.2%	34
2022 Q3	$233K	Hold	1,916	–	–	0.19%	38
2022 Q2	$248K	Hold	1,916	–	–	0.19%	37
2022 Q1	$287K	Hold	1,916	–	–	0.17%	41
2021 Q4	$288K	Hold	1,916	–	–	0.17%	42
2021 Q3	$267K	Hold	1,916	–	–	0.19%	47
2021 Q2	$269K	Hold	1,916	–	–	0.2%	45
2021 Q1	$258K	Buy	+1,916	New	+$245K	0.21%	45

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kennicott Capital Management's VOE Position: Q1 2026 in Review

Kennicott Capital Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2026, closing a stake of 1,181 shares — an estimated $209K sold.

Kennicott Capital Management first reported a position in VOE in Q1 2021 and held it in 20 quarters. The position peaked at $299K in Q1 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Kennicott Capital Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Kennicott Capital Management sold 1,181 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $209K.
Kennicott Capital Management first reported a position in Vanguard Mid-Cap Value ETF in Q1 2021 and held it in 20 quarters.
Kennicott Capital Management's Vanguard Mid-Cap Value ETF position peaked at $299K in Q1 2024.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Kennicott Capital Management's 13F filing for Q1 2026, filed 20 Apr 2026.