Fairway Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Fairway Wealth’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 Q2	$1.76M	Buy	21,847 +2,991	+16%	+$232K	0.4%	33
2026 Q1	$1.35M	Buy	18,856 +1,940	+11%	+$144K	0.36%	33
2025 Q4	$1.23M	Buy	16,916 +84	+0.5%	+$6.11K	0.33%	33
2025 Q3	$1.24M	Buy	16,832 +5,708	+51%	+$410K	0.35%	33
2025 Q2	$778K	Buy	11,124 +5,016	+82%	+$329K	0.25%	35
2025 Q1	$395K	Buy	6,108 +560	+10%	+$37.6K	0.15%	42
2024 Q4	$366K	Buy	5,548 +772	+16%	+$52.4K	0.16%	42
2024 Q3	$315K	Buy	4,776 +832	+21%	+$52.2K	0.16%	43
2024 Q2	$239K	Hold	3,944	–	–	0.14%	47
2024 Q1	$246K	Buy	3,944 +792	+25%	+$46.8K	0.17%	42
2023 Q4	$183K	Buy	+3,152	New	+$168K	0.14%	41

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fairway Wealth's VO Position: Q2 2026 in Review

Fairway Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 16% in Q2 2026, buying an estimated $232K and bringing the position to 21,847 shares worth $1.76M. The position accounts for 0.4% of the portfolio, ranked #33.

Fairway Wealth first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Fairway Wealth held 21,847 shares of Vanguard Morningstar Mid-Cap ETF worth $1.76M as of Q2 2026.
Fairway Wealth bought 2,991 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $232K.
Vanguard Morningstar Mid-Cap ETF made up 0.4% of Fairway Wealth's portfolio in Q2 2026, its #33 holding.
Fairway Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.