Farther Finance Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Farther Finance Advisors’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	$44M	Buy	609,300 +218,352	+56%	+$16.2M	0.42%	41
2025 Q4	$28.4M	Buy	390,948 +236,348	+153%	+$17.2M	0.3%	66
2025 Q3	$11.4M	Buy	154,600 +71,212	+85%	+$5.11M	0.17%	101
2025 Q2	$5.83M	Buy	83,388 +37,428	+81%	+$2.46M	0.12%	169
2025 Q1	$2.98M	Buy	45,960 +15,392	+50%	+$1.03M	0.08%	234
2024 Q4	$2.02M	Sell	30,568 -55,988	-65%	-$3.8M	0.07%	225
2024 Q3	$5.71M	Buy	86,556 +25,784	+42%	+$1.62M	0.21%	90
2024 Q2	$3.65M	Buy	60,772 +13,664	+29%	+$830K	0.18%	99
2024 Q1	$2.92M	Buy	47,108 +20,308	+76%	+$1.2M	0.18%	106
2023 Q4	$1.56M	Buy	26,800 +24,144	+909%	+$1.29M	0.11%	166
2023 Q3	$138K	Buy	2,656 +116	+5%	+$6.36K	0.02%	465
2023 Q2	$140K	Sell	2,540 -4,092	-62%	-$215K	0.03%	377
2023 Q1	$350K	Buy	6,632 +1,888	+40%	+$100K	0.1%	181
2022 Q4	$242K	Buy	+4,744	New	+$242K	0.09%	201

Other funds holding VO

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return