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SFM LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

SFM LLC’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
Q2 		$12.7M Buy
157,364
+15,072
+11% +$1.17M 6.5% 3
2026
Q1 		$10.2M Buy
142,292
+7,384
+5% +$549K 6.17% 2
2025
Q4 		$9.79M Buy
134,908
+1,444
+1% +$105K 5.74% 4
2025
Q3 		$9.8M Sell
133,464
-64
-0% -$4.6K 5.7% 5
2025
Q2 		$9.34M Sell
133,528
-10,572
-7% -$694K 5.99% 5
2025
Q1 		$9.32M Sell
144,100
-5,984
-4% -$402K 6.85% 3
2024
Q4 		$9.91M Sell
150,084
-2,320
-2% -$158K 6.98% 3
2024
Q3 		$10.1M Sell
152,404
-1,156
-0.8% -$72.6K 7.53% 3
2024
Q2 		$9.29M Buy
153,560
+10,880
+8% +$661K 7% 3
2024
Q1 		$8.91M Sell
142,680
-6,800
-5% -$402K 6.81% 3
2023
Q4 		$8.69M Buy
+149,480
New +$7.99M 7.18% 3

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

SFM LLC's VO Position: Q2 2026 in Review

SFM LLC increased its Vanguard Mid-Cap ETF (VO) stake by 11% in Q2 2026, buying an estimated $1.17M and bringing the position to 157,364 shares worth $12.7M. The position accounts for 6.5% of the portfolio, ranked #3.

SFM LLC first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • SFM LLC held 157,364 shares of Vanguard Mid-Cap ETF worth $12.7M as of Q2 2026.
  • SFM LLC bought 15,072 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $1.17M.
  • Vanguard Mid-Cap ETF made up 6.5% of SFM LLC's portfolio in Q2 2026, its #3 holding.
  • SFM LLC first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on SFM LLC's 13F filing for Q2 2026, filed 7 Jul 2026.