Farmers & Merchants Investments Inc’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Farmers & Merchants Investments Inc’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	$3.1M	Sell	38,464 -76	-0.2%	-$5.89K	0.08%	156
2026 Q1	$2.77M	Sell	38,540 -40	-0.1%	-$2.97K	0.08%	155
2025 Q4	$2.8M	Sell	38,580 -56	-0.1%	-$4.07K	0.08%	154
2025 Q3	$2.84M	Buy	38,636 +1,824	+5%	+$131K	0.08%	151
2025 Q2	$2.58M	Buy	36,812 +276	+0.8%	+$18.1K	0.08%	159
2025 Q1	$2.36M	Sell	36,536 -28	-0.1%	-$1.88K	0.08%	159
2024 Q4	$2.41M	Buy	36,564 +208	+0.6%	+$14.1K	0.08%	156
2024 Q3	$2.4M	Buy	36,356 +180	+0.5%	+$11.3K	0.07%	159
2024 Q2	$2.19M	Sell	36,176 -340	-0.9%	-$20.7K	0.07%	157
2024 Q1	$2.28M	Sell	36,516 -20	-0.1%	-$1.18K	0.08%	156
2023 Q4	$2.12M	Sell	36,536 -1,008	-3%	-$53.9K	0.08%	156
2023 Q3	$1.95M	Buy	37,544 +72	+0.2%	+$3.95K	0.08%	156
2023 Q2	$2.06M	Sell	37,472 -2,340	-6%	-$123K	0.08%	157
2023 Q1	$2.1M	Buy	39,812 +3,096	+8%	+$165K	0.08%	158
2022 Q4	$1.87M	Sell	36,716 -2,508	-6%	-$128K	0.08%	162
2022 Q3	$1.84M	Sell	39,224 -620	-2%	-$32.4K	0.08%	161
2022 Q2	$1.96M	Sell	39,844 -956	-2%	-$51.7K	0.08%	162
2022 Q1	$2.43M	Buy	40,800 +2,924	+8%	+$172K	0.09%	166
2021 Q4	$2.41M	Buy	37,876 +9,292	+33%	+$582K	0.09%	165
2021 Q3	$1.69M	Buy	28,584 +25,068	+713%	+$1.51M	0.07%	174
2021 Q2	$209K	Hold	3,516	–	–	0.01%	236
2021 Q1	$195K	Sell	3,516 -720	-17%	-$39.1K	0.01%	233
2020 Q4	$219K	Buy	4,236 +300	+8%	+$14.5K	0.01%	223
2020 Q3	$173K	Sell	3,936 -840	-18%	-$36.6K	0.01%	232
2020 Q2	$196K	Sell	4,776 -444	-9%	-$17K	0.01%	220
2020 Q1	$172K	Buy	5,220 +444	+9%	+$18.4K	0.01%	219
2019 Q4	$213K	Hold	4,776	–	–	0.01%	223
2019 Q3	$200K	Hold	4,776	–	–	0.01%	225
2019 Q2	$200K	Hold	4,776	–	–	0.01%	226
2019 Q1	$192K	Hold	4,776	–	–	0.01%	225
2018 Q4	$165K	Hold	4,776	–	–	0.01%	223
2018 Q3	$196K	Hold	4,776	–	–	0.01%	228
2018 Q2	$188K	Hold	4,776	–	–	0.01%	234
2018 Q1	$184K	Hold	4,776	–	–	0.01%	237
2017 Q4	$185K	Hold	4,776	–	–	0.01%	241
2017 Q3	$176K	Hold	4,776	–	–	0.01%	241
2017 Q2	$170K	Hold	4,776	–	–	0.01%	243
2017 Q1	$166K	Hold	4,776	–	–	0.01%	243
2016 Q4	$157K	Hold	4,776	–	–	0.01%	257
2016 Q3	$155K	Hold	4,776	–	–	0.02%	225
2016 Q2	$148K	Sell	4,776 -100	-2%	-$3.06K	0.02%	214
2016 Q1	$148K	Hold	4,876	–	–	0.02%	216
2015 Q4	$146K	Sell	4,876 -20	-0.4%	-$610	0.02%	231
2015 Q3	$143K	Buy	4,896 +536	+12%	+$16.7K	0.02%	221
2015 Q2	$139K	Hold	4,360	–	–	0.02%	223
2015 Q1	$145K	Hold	4,360	–	–	0.02%	217
2014 Q4	$135K	Hold	4,360	–	–	0.02%	218
2014 Q3	$128K	Hold	4,360	–	–	0.02%	223
2014 Q2	$129K	Hold	4,360	–	–	0.02%	220
2014 Q1	$124K	Hold	4,360	–	–	0.02%	222
2013 Q4	$120K	Sell	4,360 -40	-0.9%	-$1.06K	0.02%	228
2013 Q3	$113K	Buy	4,400 +800	+22%	+$20.1K	0.02%	232
2013 Q2	$86K	Buy	+3,600	New	+$85.4K	0.01%	250

Other funds holding VO

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Farmers & Merchants Investments Inc's VO Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.2% in Q2 2026, selling an estimated $5.89K and leaving 38,464 shares worth $3.1M. The position accounts for 0.08% of the portfolio, ranked #156.

Farmers & Merchants Investments Inc first reported a position in VO in Q2 2013 and has held it in 53 quarters since. 1,830 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Farmers & Merchants Investments Inc held 38,464 shares of Vanguard Morningstar Mid-Cap ETF worth $3.1M as of Q2 2026.
Farmers & Merchants Investments Inc sold 76 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $5.89K.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #156 holding.
Farmers & Merchants Investments Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
1,830 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.