Fairfield Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Fairfield Financial Advisors’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 Q1	–	Sell	-296	Closed	-$19.5K	–	198
2024 Q4	$19.5K	Sell	296 -140	-32%	-$9.5K	0.01%	171
2024 Q3	$28.8K	Hold	436	–	–	0.01%	165
2024 Q2	$26.4K	Buy	+436	New	+$26.5K	0.01%	161
2023 Q4	$25.4K	Hold	436	–	–	0.01%	188
2023 Q3	$22.7K	Hold	436	–	–	0.01%	180
2023 Q2	$24K	Hold	436	–	–	0.01%	180
2023 Q1	$22.6K	Hold	436	–	–	0.01%	186
2022 Q4	$22.2K	Hold	436	–	–	0.01%	167
2022 Q3	$20.5K	Buy	+436	New	+$22.8K	0.01%	171

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fairfield Financial Advisors's VO Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 296 shares — an estimated $19.5K sold.

Fairfield Financial Advisors first reported a position in VO in Q3 2022 and held it in 9 quarters. The position peaked at $28.8K in Q3 2024. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

Fairfield Financial Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 296 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $19.5K.
Fairfield Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2022 and held it in 9 quarters.
Fairfield Financial Advisors's Vanguard Mid-Cap ETF position peaked at $28.8K in Q3 2024.
2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.