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Fairview Capital Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Fairview Capital Investment Management’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 		$857K Sell
11,932
-8,400
-41% -$624K 0.05% 110
2025
Q4 		$1.48M Buy
20,332
+136
+0.7% +$9.89K 0.08% 89
2025
Q3 		$1.48M Hold
20,196
– – 0.08% 86
2025
Q2 		$1.41M Buy
20,196
+300
+2% +$19.7K 0.07% 82
2025
Q1 		$1.29M Buy
19,896
+3,380
+20% +$227K 0.07% 81
2024
Q4 		$1.09M Buy
16,516
+360
+2% +$24.4K 0.06% 87
2024
Q3 		$1.07M Buy
16,156
+8,356
+107% +$525K 0.06% 86
2024
Q2 		$472K Hold
7,800
– – 0.03% 110
2024
Q1 		$487K Buy
7,800
+540
+7% +$31.9K 0.03% 119
2023
Q4 		$422K Hold
7,260
– – 0.03% 116
2023
Q3 		$378K Hold
7,260
– – 0.02% 119
2023
Q2 		$400K Hold
7,260
– – 0.03% 116
2023
Q1 		$383K Buy
7,260
+1,060
+17% +$56.4K 0.03% 116
2022
Q4 		$316K Sell
6,200
-200
-3% -$10.2K 0.02% 121
2022
Q3 		$300K Buy
+6,400
New +$334K 0.02% 115
2022
Q2 		– Sell
-4,300
Closed -$255K – 143
2022
Q1 		$255K Sell
4,300
-2,800
-39% -$164K 0.02% 119
2021
Q4 		$452K Buy
7,100
+400
+6% +$25.1K 0.03% 98
2021
Q3 		$396K Buy
6,700
+2,100
+46% +$127K 0.03% 99
2021
Q2 		$272K Buy
+4,600
New +$267K 0.02% 110

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fairview Capital Investment Management's VO Position: Q1 2026 in Review

Fairview Capital Investment Management reduced its Vanguard Mid-Cap ETF (VO) stake by 41% in Q1 2026, selling an estimated $624K and leaving 11,932 shares worth $857K. The position accounts for 0.05% of the portfolio, ranked #110.

Fairview Capital Investment Management first reported a position in VO in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.48M in Q3 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Fairview Capital Investment Management held 11,932 shares of Vanguard Mid-Cap ETF worth $857K as of Q1 2026.
  • Fairview Capital Investment Management sold 8,400 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $624K.
  • Vanguard Mid-Cap ETF made up 0.05% of Fairview Capital Investment Management's portfolio in Q1 2026, its #110 holding.
  • Fairview Capital Investment Management first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and has held it in 19 quarters since.
  • Fairview Capital Investment Management's Vanguard Mid-Cap ETF position peaked at $1.48M in Q3 2025.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.