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Fagan Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Fagan Associates’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
2025
Q4 		– Sell
-3,128
Closed -$230K – 140
2025
Q3 		$230K Buy
+3,128
New +$225K 0.03% 125

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fagan Associates's VO Position: Q4 2025 in Review

Fagan Associates sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 3,128 shares — an estimated $230K sold.

Fagan Associates first reported a position in VO in Q3 2025 and held it in 1 quarter. The position peaked at $230K in Q3 2025. 2,371 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Fagan Associates reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Fagan Associates sold 3,128 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $230K.
  • Fagan Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Fagan Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $230K in Q3 2025.
  • 2,371 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Fagan Associates's 13F filing for Q4 2025, filed 30 Jan 2026.