Farnam Financial’s Vanguard Morningstar 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 Q2	$987K	Sell	12,244 -332	-3%	-$25.7K	0.72%	28
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

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

Farnam Financial's VO Position: Q2 2026 in Review

Farnam Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.6% in Q2 2026, selling an estimated $25.7K and leaving 12,244 shares worth $987K. The position accounts for 0.72% of the portfolio, ranked #28.

Farnam Financial first reported a position in VO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q4 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Farnam Financial held 12,244 shares of Vanguard Morningstar Mid-Cap ETF worth $987K as of Q2 2026.
Farnam Financial sold 332 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $25.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.72% of Farnam Financial's portfolio in Q2 2026, its #28 holding.
Farnam Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Farnam Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $1.12M in Q4 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Farnam Financial's 13F filing for Q2 2026, filed 22 Jul 2026.