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 Q3	$985K	Buy	12,254 +10	+0.1%	+$813	0.73%	29
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

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Farnam Financial's VO Position: Q3 2026 in Review

Farnam Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.08% in Q3 2026, buying an estimated $813 and bringing the position to 12,254 shares worth $985K. The position accounts for 0.73% of the portfolio, ranked #29.

Farnam Financial first reported a position in VO in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q4 2024. 989 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Farnam Financial held 12,254 shares of Vanguard Morningstar Mid-Cap ETF worth $985K as of Q3 2026.
Farnam Financial bought 10 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $813.
Vanguard Morningstar Mid-Cap ETF made up 0.73% of Farnam Financial's portfolio in Q3 2026, its #29 holding.
Farnam Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 9 quarters since.
Farnam Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $1.12M in Q4 2024.
989 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Farnam Financial's 13F filing for Q3 2026, filed 21 Oct 2026.