SFM LLC
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SFM LLC’s Vanguard Morningstar 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
Q3 		$13.7M Buy
174,916
+17,552
+11% +$1.43M 6.89% 3
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 		$9.8M 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 		$9.9M 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

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

SFM LLC's VO Position: Q3 2026 in Review

SFM LLC increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q3 2026, buying an estimated $1.43M and bringing the position to 174,916 shares worth $13.7M. The position accounts for 6.89% of the portfolio, ranked #3.

SFM LLC first reported a position in VO in Q4 2023 and has held it in 12 quarters since. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • SFM LLC held 174,916 shares of Vanguard Morningstar Mid-Cap ETF worth $13.7M as of Q3 2026.
  • SFM LLC bought 17,552 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.43M.
  • Vanguard Morningstar Mid-Cap ETF made up 6.89% of SFM LLC's portfolio in Q3 2026, its #3 holding.
  • SFM LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • 912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on SFM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.