Fairman Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Fairman Group’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 Q1	$192K	Buy	2,676 +8	+0.3%	+$594	0.16%	60
2025 Q4	$193K	Sell	2,668 -920	-26%	-$66.9K	0.15%	57
2025 Q3	$265K	Sell	3,588 -608	-14%	-$43.7K	0.21%	45
2025 Q2	$295K	Sell	4,196 -784	-16%	-$51.5K	0.24%	40
2025 Q1	$327K	Buy	4,980 +20	+0.4%	+$1.34K	0.3%	38
2024 Q4	$327K	Buy	4,960 +72	+1%	+$4.89K	0.27%	39
2024 Q3	$322K	Buy	4,888 +36	+0.7%	+$2.26K	0.29%	39
2024 Q2	$295K	Buy	4,852 +584	+14%	+$35.5K	0.3%	40
2024 Q1	$267K	Buy	4,268 +80	+2%	+$4.73K	0.25%	40
2023 Q4	$243K	Buy	+4,188	New	+$224K	0.23%	41

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

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

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

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

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fairman Group's VO Position: Q1 2026 in Review

Fairman Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.3% in Q1 2026, buying an estimated $594 and bringing the position to 2,676 shares worth $192K. The position accounts for 0.16% of the portfolio, ranked #60.

Fairman Group first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $327K in Q1 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Fairman Group held 2,676 shares of Vanguard Morningstar Mid-Cap ETF worth $192K as of Q1 2026.
Fairman Group bought 8 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $594.
Vanguard Morningstar Mid-Cap ETF made up 0.16% of Fairman Group's portfolio in Q1 2026, its #60 holding.
Fairman Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Fairman Group's Vanguard Morningstar Mid-Cap ETF position peaked at $327K in Q1 2025.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Fairman Group's 13F filing for Q1 2026, filed 23 Apr 2026.