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

Orcam Financial Group’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	$545K	Buy	7,596 +24	+0.3%	+$1.78K	0.39%	37
2025 Q4	$549K	Sell	7,572 -376	-5%	-$27.4K	0.41%	36
2025 Q3	$584K	Buy	7,948 +20	+0.3%	+$1.44K	0.47%	32
2025 Q2	$555K	Hold	7,928	–	–	0.48%	30
2025 Q1	$513K	Buy	7,928 +24	+0.3%	+$1.61K	0.48%	29
2024 Q4	$522K	Buy	7,904 +424	+6%	+$28.8K	0.5%	30
2024 Q3	$493K	Buy	7,480 +36	+0.5%	+$2.26K	0.48%	30
2024 Q2	$451K	Hold	7,444	–	–	0.48%	29
2024 Q1	$465K	Buy	7,444 +16	+0.2%	+$946	0.51%	28
2023 Q4	$432K	Buy	7,428 +24	+0.3%	+$1.28K	0.53%	25
2023 Q3	$385K	Buy	7,404 +16	+0.2%	+$877	0.52%	25
2023 Q2	$407K	Sell	7,388 -392	-5%	-$20.6K	0.56%	24
2023 Q1	$410K	Buy	+7,780	New	+$414K	0.57%	24
2022 Q1	–	Sell	-3,260	Closed	-$208K	–	38
2021 Q4	$208K	Buy	+3,260	New	+$204K	0.28%	34

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

Orcam Financial Group's VO Position: Q1 2026 in Review

Orcam Financial Group increased its Vanguard Mid-Cap ETF (VO) stake by 0.32% in Q1 2026, buying an estimated $1.78K and bringing the position to 7,596 shares worth $545K. The position accounts for 0.39% of the portfolio, ranked #37.

Orcam Financial Group first reported a position in VO in Q4 2021 and has held it in 14 quarters since. The position peaked at $584K in Q3 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Orcam Financial Group held 7,596 shares of Vanguard Mid-Cap ETF worth $545K as of Q1 2026.
Orcam Financial Group bought 24 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.78K.
Vanguard Mid-Cap ETF made up 0.39% of Orcam Financial Group's portfolio in Q1 2026, its #37 holding.
Orcam Financial Group first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
Orcam Financial Group's Vanguard Mid-Cap ETF position peaked at $584K in Q3 2025.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Orcam Financial Group's 13F filing for Q1 2026, filed 12 May 2026.