Fairman Group
VO icon

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
Q3 		$210K Buy
2,676
+10
+0.4% +$813 0.15% 59
2026
Q2 		$215K Sell
2,666
-10
-0.4% -$775 0.17% 58
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Fairman Group's VO Position: Q3 2026 in Review

Fairman Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.38% in Q3 2026, buying an estimated $813 and bringing the position to 2,676 shares worth $210K. The position accounts for 0.15% of the portfolio, ranked #59.

Fairman Group first reported a position in VO in Q4 2023 and has held it in 12 quarters since. The position peaked at $327K in Q1 2025. 1,488 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Fairman Group held 2,676 shares of Vanguard Morningstar Mid-Cap ETF worth $210K as of Q3 2026.
  • Fairman Group bought 10 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $813.
  • Vanguard Morningstar Mid-Cap ETF made up 0.15% of Fairman Group's portfolio in Q3 2026, its #59 holding.
  • Fairman Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • Fairman Group's Vanguard Morningstar Mid-Cap ETF position peaked at $327K in Q1 2025.
  • 1,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.