F/M Investments’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

F/M Investments’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	$11.5M	Sell	142,871 -2,173	-1%	-$168K	0.58%	33
2026 Q1	$10.4M	Sell	145,044 -26,852	-16%	-$2M	0.69%	35
2025 Q4	$12.5M	Buy	171,896 +704	+0.4%	+$51.2K	0.47%	42
2025 Q3	$12.6M	Buy	171,192 +12,388	+8%	+$890K	0.48%	42
2025 Q2	$11.1M	Buy	158,804 +76	+0%	+$4.99K	0.4%	48
2025 Q1	$10.2M	Buy	158,728 +5,768	+4%	+$387K	0.41%	51
2024 Q4	$10.1M	Buy	152,960 +18,784	+14%	+$1.28M	0.37%	58
2024 Q3	$8.83M	Buy	134,176 +3,860	+3%	+$242K	0.28%	118
2024 Q2	$7.89M	Buy	130,316 +126,908	+3,724%	+$7.71M	0.28%	120
2024 Q1	$203K	Buy	+3,408	New	+$201K	0.14%	74

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

F/M Investments's VO Position: Q2 2026 in Review

F/M Investments reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q2 2026, selling an estimated $168K and leaving 142,871 shares worth $11.5M. The position accounts for 0.58% of the portfolio, ranked #33.

F/M Investments first reported a position in VO in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.6M in Q3 2025. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

F/M Investments held 142,871 shares of Vanguard Morningstar Mid-Cap ETF worth $11.5M as of Q2 2026.
F/M Investments sold 2,173 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $168K.
Vanguard Morningstar Mid-Cap ETF made up 0.58% of F/M Investments's portfolio in Q2 2026, its #33 holding.
F/M Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
F/M Investments's Vanguard Morningstar Mid-Cap ETF position peaked at $12.6M in Q3 2025.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.