Focus Financial Network’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Focus Financial Network’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	$6.47M	Buy	82,517 +3,363	+4%	+$274K	0.2%	86
2026 Q2	$6.38M	Buy	79,154 +9,078	+13%	+$704K	0.2%	86
2026 Q1	$5.03M	Buy	70,076 +10,644	+18%	+$791K	0.18%	93
2025 Q4	$4.31M	Buy	59,432 +8,764	+17%	+$638K	0.15%	113
2025 Q3	$3.73M	Buy	50,668 +5,924	+13%	+$425K	0.13%	129
2025 Q2	$3.14M	Buy	44,744 +4,796	+12%	+$315K	0.12%	140
2025 Q1	$2.58M	Sell	39,948 -556	-1%	-$37.3K	0.11%	147
2024 Q4	$2.67M	Sell	40,504 -1,000	-2%	-$67.9K	0.11%	146
2024 Q3	$2.74M	Buy	41,504 +224	+0.5%	+$14.1K	0.11%	139
2024 Q2	$2.59M	Sell	41,280 -92	-0.2%	-$5.59K	0.11%	136
2024 Q1	$2.43M	Sell	41,372 -9,164	-18%	-$542K	0.12%	135
2023 Q4	$2.94M	Sell	50,536 -60	-0.1%	-$3.21K	0.11%	160
2023 Q3	$2.63M	Buy	50,596 +480	+1%	+$26.3K	0.15%	123
2023 Q2	$2.76M	Buy	50,116 +5,516	+12%	+$289K	0.15%	125
2023 Q1	$2.35M	Sell	44,600 -33,412	-43%	-$1.78M	0.15%	131
2022 Q4	$3.97M	Buy	78,012 +976	+1%	+$49.7K	0.32%	62
2022 Q3	$3.62M	Buy	77,036 +4,264	+6%	+$223K	0.31%	65
2022 Q2	$3.58M	Sell	72,772 -780	-1%	-$42.1K	0.3%	68
2022 Q1	$4.37M	Buy	73,552 +66,980	+1,019%	+$3.93M	0.3%	69
2021 Q4	$419K	Sell	6,572 -664	-9%	-$41.6K	0.06%	242
2021 Q3	$428K	Sell	7,236 -380	-5%	-$23K	0.06%	284
2021 Q2	$452K	Sell	7,616 -484	-6%	-$28.1K	0.06%	283
2021 Q1	$448K	Sell	8,100 -59,956	-88%	-$3.25M	0.05%	277
2020 Q4	$3.52M	Sell	68,056 -1,016	-1%	-$49.2K	0.31%	68
2020 Q3	$3.04M	Buy	69,072 +38,060	+123%	+$1.66M	0.28%	72
2020 Q2	$1.27M	Sell	31,012 -10,784	-26%	-$413K	0.14%	137
2020 Q1	$1.38M	Buy	41,796 +8,408	+25%	+$348K	0.18%	115
2019 Q4	$1.49M	Buy	33,388 +15,140	+83%	+$650K	0.18%	115
2019 Q3	$765K	Sell	18,248 -728	-4%	-$30.4K	0.11%	165
2019 Q2	$796K	Buy	18,976 +2,912	+18%	+$119K	0.12%	158
2019 Q1	$648K	Buy	+16,064	New	+$618K	0.1%	176

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 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

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

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Focus Financial Network's VO Position: Q3 2026 in Review

Focus Financial Network increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.2% in Q3 2026, buying an estimated $274K and bringing the position to 82,517 shares worth $6.47M. The position accounts for 0.2% of the portfolio, ranked #86.

Focus Financial Network first reported a position in VO in Q1 2019 and has held it in 31 quarters since. 783 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Focus Financial Network held 82,517 shares of Vanguard Morningstar Mid-Cap ETF worth $6.47M as of Q3 2026.
Focus Financial Network bought 3,363 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $274K.
Vanguard Morningstar Mid-Cap ETF made up 0.2% of Focus Financial Network's portfolio in Q3 2026, its #86 holding.
Focus Financial Network first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 31 quarters since.
783 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.