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

Farrell 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 		$7.13M Sell
88,547
-709
-0.8% -$55K 3.86% 8
2026
Q1 		$6.41M Sell
89,256
-3,540
-4% -$263K 3.83% 9
2025
Q4 		$6.73M Buy
92,796
+656
+0.7% +$47.7K 3.97% 7
2025
Q3 		$6.77M Sell
92,140
-924
-1% -$66.4K 4.24% 7
2025
Q2 		$6.49M Sell
93,064
-604
-0.6% -$39.6K 4.36% 6
2025
Q1 		$6.06M Sell
93,668
-2,332
-2% -$156K 4.41% 7
2024
Q4 		$6.34M Sell
96,000
-188
-0.2% -$12.8K 4.53% 5
2024
Q3 		$6.65M Sell
96,188
-68
-0.1% -$4.27K 4.7% 5
2024
Q2 		$5.83M Buy
96,256
+3,200
+3% +$194K 4.54% 5
2024
Q1 		$5.81M Buy
93,056
+4,656
+5% +$275K 4.76% 4
2023
Q4 		$4.62M Buy
+88,400
New +$4.72M 4.62% 5

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Farrell Financial's VO Position: Q2 2026 in Review

Farrell Financial reduced its Vanguard Mid-Cap ETF (VO) stake by 0.79% in Q2 2026, selling an estimated $55K and leaving 88,547 shares worth $7.13M. The position accounts for 3.86% of the portfolio, ranked #8.

Farrell Financial first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Farrell Financial held 88,547 shares of Vanguard Mid-Cap ETF worth $7.13M as of Q2 2026.
  • Farrell Financial sold 709 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $55K.
  • Vanguard Mid-Cap ETF made up 3.86% of Farrell Financial's portfolio in Q2 2026, its #8 holding.
  • Farrell Financial first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Farrell Financial's 13F filing for Q2 2026, filed 10 Jul 2026.