A. Mitchell McConnell

Following their disclosures vs. same money in SPY: -111.0 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
BUY	WF WFC (spouse)	$15K–$50K	2026-09-01	2026-09-21	PDF →
BUY	VF VFIDX mutual fund (spouse)	$1K–$15K	2025-12-31	2026-08-13	PDF →
BUY	VF VFSUX mutual fund (spouse)	$1K–$15K	2025-12-31	2026-08-13	PDF →
SELL	VT VTIAX mutual fund (spouse)	$500K–$1M	2025-12-29	2026-08-13	PDF →
SELL	VG VGIAX mutual fund (spouse)	$500K–$1M	2025-12-29	2026-08-13	PDF →
BUY	VX VXUS (spouse)	$500K–$1M	2025-12-29	2026-08-13	PDF →
BUY	VT VTIAX mutual fund (spouse)	$500K–$1M	2025-12-29	2026-08-13	PDF →
BUY	VB VB (spouse)	$1K–$15K	2025-12-24	2026-08-13	PDF →
BUY	VO VO (spouse)	$1K–$15K	2025-12-24	2026-08-13	PDF →
BUY	VO VOO (spouse)	$50K–$100K	2025-12-24	2026-08-13	PDF →
BUY	VE VEU (spouse)	$1K–$15K	2025-12-23	2026-08-13	PDF →
BUY	VX VXUS (spouse)	$50K–$100K	2025-12-23	2026-08-13	PDF →
BUY	VSIAX-Vanguard Small Cap Value Index Admiral	$1K–$15K	2025-12-22	2026-08-13	PDF →
BUY	JD JDVPX mutual fund (spouse)	$1K–$15K	2025-12-22	2026-08-13	PDF →
BUY	BN BNDX (spouse)	$1K–$15K	2025-12-22	2026-08-13	PDF →
BUY	BN BND (spouse)	$1K–$15K	2025-12-22	2026-08-13	PDF →
BUY	VF VFIAX mutual fund (spouse)	$1K–$15K	2025-12-22	2026-08-13	PDF →
BUY	VFIAX-Vanguard 500 Index Admiral (NASDAQ)	$1K–$15K	2025-12-22	2026-08-13	PDF →
BUY	PEQSX - Putnam Large Cap Value Fund Class R6 other (spouse)	$1K–$15K	2025-12-22	2026-08-13	PDF →
BUY	GF GFFFX mutual fund (spouse)	$15K–$50K	2025-12-18	2026-08-13	PDF →
BUY	GF GFFFX mutual fund (spouse)	$1K–$15K	2025-12-18	2026-08-13	PDF →
BUY	VHCAX-Vanguard Capital Opportunity Adm (NASD	$1K–$15K	2025-12-17	2026-08-13	PDF →
BUY	VHCAX-Vanguard Capital Opportunity Adm (NASD	$1K–$15K	2025-12-17	2026-08-13	PDF →
BUY	VHCAX-Vanguard Capital Opportunity Adm (NASD	$50K–$100K	2025-12-17	2026-08-13	PDF →
BUY	VX VXUS (spouse)	$15K–$50K	2025-12-17	2026-08-13	PDF →
BUY	VX VXUS (spouse)	$15K–$50K	2025-12-17	2026-08-13	PDF →
BUY	VX VXUS (spouse)	$100K–$250K	2025-12-17	2026-08-13	PDF →
BUY	VG VGIAX mutual fund (spouse)	$50K–$100K	2025-12-17	2026-08-13	PDF →
BUY	WG WGIFX mutual fund (spouse)	$1K–$15K	2025-12-17	2026-08-13	PDF →
BUY	WG WGIFX mutual fund (spouse)	$1K–$15K	2025-12-17	2026-08-13	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what McConnell still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
VO VOO	recent	$27.6M	58.9%	+93.0%	May 2023	Dec 2025
VX VXUS	recent	$9.8M	21.0%	+46.9%	May 2023	Dec 2025
BN BND	recent	$3.2M	6.9%	+7.1%	May 2023	Dec 2025
VE VEU	recent	$2.0M	4.3%	+54.5%	May 2023	Dec 2025
VB VB	recent	$1.5M	3.1%	+37.2%	May 2023	Dec 2025
BN BNDX	recent	$1.3M	2.7%	+7.4%	May 2023	Dec 2025
VO VO	recent	$767K	1.6%	+35.0%	May 2016	Dec 2025
SP SPY		$315K	0.7%	+344.9%	May 2016	Nov 2015
WF WFC	recent	$300K	0.6%	+84.2%	May 2018	Sep 2026
VC VCSH		$27K	0.1%	+32.5%	May 2015	Sep 2022
VX VXF		$7K	0.0%	+79.9%	May 2023	Apr 2022
KR KR		$6K	0.0%	+58.6%	Dec 2022	Nov 2022

Filings 52 on file · every disclosure McConnell has made