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Farnam Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Farnam Financial’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 		$903K Sell
12,576
-968
-7% -$71.9K 0.74% 28
2025
Q4 		$983K Sell
13,544
-880
-6% -$64K 0.74% 30
2025
Q3 		$1.06M Sell
14,424
-796
-5% -$57.2K 0.82% 30
2025
Q2 		$1.06M Sell
15,220
-1,820
-11% -$119K 0.96% 28
2025
Q1 		$1.1M Buy
17,040
+4
+0% +$268 1.12% 24
2024
Q4 		$1.12M Buy
17,036
+1,964
+13% +$133K 1.18% 23
2024
Q3 		$994K Buy
+15,072
New +$946K 1.09% 25

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

Farnam Financial's VO Position: Q1 2026 in Review

Farnam Financial reduced its Vanguard Mid-Cap ETF (VO) stake by 7.1% in Q1 2026, selling an estimated $71.9K and leaving 12,576 shares worth $903K. The position accounts for 0.74% of the portfolio, ranked #28.

Farnam Financial first reported a position in VO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q4 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Farnam Financial held 12,576 shares of Vanguard Mid-Cap ETF worth $903K as of Q1 2026.
  • Farnam Financial sold 968 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $71.9K.
  • Vanguard Mid-Cap ETF made up 0.74% of Farnam Financial's portfolio in Q1 2026, its #28 holding.
  • Farnam Financial first reported a position in Vanguard Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Farnam Financial's Vanguard Mid-Cap ETF position peaked at $1.12M in Q4 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Farnam Financial's 13F filing for Q1 2026, filed 28 Apr 2026.