FFA
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Farther Finance Advisors’s Vanguard Morningstar 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
Q3 		$50.5M Buy
643,482
+16,699
+3% +$1.36M 0.36% 52
2026
Q2 		$50.5M Buy
626,783
+17,483
+3% +$1.36M 0.39% 45
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

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Farther Finance Advisors's VO Position: Q3 2026 in Review

Farther Finance Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.7% in Q3 2026, buying an estimated $1.36M and bringing the position to 643,482 shares worth $50.5M. The position accounts for 0.36% of the portfolio, ranked #52.

Farther Finance Advisors first reported a position in VO in Q4 2022 and has held it in 16 quarters since. The position peaked at $50.5M in Q2 2026. 109 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Farther Finance Advisors held 643,482 shares of Vanguard Morningstar Mid-Cap ETF worth $50.5M as of Q3 2026.
  • Farther Finance Advisors bought 16,699 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.36M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.36% of Farther Finance Advisors's portfolio in Q3 2026, its #52 holding.
  • Farther Finance Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $50.5M in Q2 2026.
  • 109 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.