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

Francis 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 Q1	$7.27M	Sell	101,276 -3,928	-4%	-$292K	1.35%	17
2025 Q4	$7.63M	Sell	105,204 -2,356	-2%	-$171K	1.49%	16
2025 Q3	$7.9M	Hold	107,560	–	–	1.4%	16
2025 Q2	$7.53M	Buy	107,560 +98,992	+1,155%	+$6.5M	1.73%	15
2025 Q1	$554K	Buy	8,568 +8	+0.1%	+$537	0.13%	47
2024 Q4	$565K	Sell	8,560 -280	-3%	-$19K	0.14%	49
2024 Q3	$583K	Buy	8,840 +280	+3%	+$17.6K	0.15%	49
2024 Q2	$518K	Hold	8,560	–	–	0.16%	47
2024 Q1	$535K	Hold	8,560	–	–	0.17%	40
2023 Q4	$498K	Hold	8,560	–	–	0.21%	35
2023 Q3	$446K	Sell	8,560 -388	-4%	-$21.3K	0.23%	33
2023 Q2	$492K	Sell	8,948 -932	-9%	-$48.9K	0.27%	32
2023 Q1	$521K	Hold	9,880	–	–	0.35%	28
2022 Q4	$503K	Hold	9,880	–	–	0.47%	24
2022 Q3	$464K	Sell	9,880 -444	-4%	-$23.2K	0.47%	19
2022 Q2	$535K	Buy	+10,324	New	+$558K	0.47%	19

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Francis Financial's VO Position: Q1 2026 in Review

Francis Financial reduced its Vanguard Mid-Cap ETF (VO) stake by 3.7% in Q1 2026, selling an estimated $292K and leaving 101,276 shares worth $7.27M. The position accounts for 1.35% of the portfolio, ranked #17.

Francis Financial first reported a position in VO in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.9M in Q3 2025. 2,388 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Francis Financial held 101,276 shares of Vanguard Mid-Cap ETF worth $7.27M as of Q1 2026.
Francis Financial sold 3,928 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $292K.
Vanguard Mid-Cap ETF made up 1.35% of Francis Financial's portfolio in Q1 2026, its #17 holding.
Francis Financial first reported a position in Vanguard Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
Francis Financial's Vanguard Mid-Cap ETF position peaked at $7.9M in Q3 2025.
2,388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.