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

Frazier Financial 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	$354K	Buy	4,928 +532	+12%	+$39.5K	0.2%	45
2025 Q4	$319K	Sell	4,396 -424	-9%	-$30.8K	0.19%	48
2025 Q3	$354K	Sell	4,820 -88	-2%	-$6.32K	0.22%	39
2025 Q2	$343K	Sell	4,908 -1,080	-18%	-$70.9K	0.24%	38
2025 Q1	$387K	Buy	5,988 +4,408	+279%	+$296K	0.3%	35
2024 Q4	$104K	Sell	1,580 -112	-7%	-$7.6K	0.08%	82
2024 Q3	$112K	Buy	1,692 +160	+10%	+$10K	0.09%	88
2024 Q2	$92.7K	Buy	1,532 +392	+34%	+$23.8K	0.07%	101
2024 Q1	$71.2K	Hold	1,140	–	–	0.06%	121
2023 Q4	$66.3K	Buy	+1,140	New	+$60.9K	0.06%	117

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

Frazier Financial Advisors's VO Position: Q1 2026 in Review

Frazier Financial Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 12% in Q1 2026, buying an estimated $39.5K and bringing the position to 4,928 shares worth $354K. The position accounts for 0.2% of the portfolio, ranked #45.

Frazier Financial Advisors first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $387K in Q1 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Frazier Financial Advisors held 4,928 shares of Vanguard Mid-Cap ETF worth $354K as of Q1 2026.
Frazier Financial Advisors bought 532 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $39.5K.
Vanguard Mid-Cap ETF made up 0.2% of Frazier Financial Advisors's portfolio in Q1 2026, its #45 holding.
Frazier Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Frazier Financial Advisors's Vanguard Mid-Cap ETF position peaked at $387K in Q1 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.