AAF Wealth Management
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AAF Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

AAF Wealth Management’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 		$1.5M Sell
19,145
-1,020
-5% -$83K 0.55% 18
2026
Q2 		$1.62M Sell
20,165
-15,111
-43% -$1.17M 0.6% 16
2026
Q1 		$2.53M Sell
35,276
-576
-2% -$42.8K 1.04% 11
2025
Q4 		$2.6M Sell
35,852
-1,124
-3% -$81.8K 1.1% 10
2025
Q3 		$2.72M Buy
36,976
+36
+0.1% +$2.58K 1.23% 10
2025
Q2 		$2.58M Sell
36,940
-3,292
-8% -$216K 1.18% 11
2025
Q1 		$2.6M Sell
40,232
-6,792
-14% -$456K 1.4% 11
2024
Q4 		$3.11M Sell
47,024
-264
-0.6% -$17.9K 1.57% 12
2024
Q3 		$3.12M Sell
47,288
-6,028
-11% -$378K 1.57% 12
2024
Q2 		$3.23M Sell
53,316
-23,120
-30% -$1.4M 1.67% 12
2024
Q1 		$4.77M Sell
76,436
-38,260
-33% -$2.26M 2.69% 11
2023
Q4 		$6.67M Sell
114,696
-125,104
-52% -$6.68M 3.9% 9
2023
Q3 		$12.5M Buy
239,800
+7,928
+3% +$435K 8.02% 6
2023
Q2 		$12.8M Buy
231,872
+7,000
+3% +$367K 7.86% 5
2023
Q1 		$11.9M Buy
224,872
+7,500
+3% +$399K 7.74% 5
2022
Q4 		$11.1M Sell
217,372
-1,976
-0.9% -$101K 7.85% 5
2022
Q3 		$10.3M Buy
219,348
+8,648
+4% +$452K 8.22% 5
2022
Q2 		$10.4M Sell
210,700
-996
-0.5% -$53.8K 7.82% 6
2022
Q1 		$12.6M Buy
211,696
+2,048
+1% +$120K 8.27% 5
2021
Q4 		$13.4M Sell
209,648
-768
-0.4% -$48.1K 9.66% 5
2021
Q3 		$12.5M Buy
210,416
+4,560
+2% +$276K 9.46% 5
2021
Q2 		$12.2M Buy
205,856
+6,620
+3% +$384K 9.43% 5
2021
Q1 		$11M Buy
199,236
+11,828
+6% +$642K 9.36% 6
2020
Q4 		$9.7M Buy
+187,408
New +$9.07M 8.77% 6

Other funds holding VO

Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 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
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 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

AAF Wealth Management's VO Position: Q3 2026 in Review

AAF Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.1% in Q3 2026, selling an estimated $83K and leaving 19,145 shares worth $1.5M. The position accounts for 0.55% of the portfolio, ranked #18.

AAF Wealth Management first reported a position in VO in Q4 2020 and has held it in 24 quarters since. The position peaked at $13.4M in Q4 2021. 1,265 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • AAF Wealth Management held 19,145 shares of Vanguard Morningstar Mid-Cap ETF worth $1.5M as of Q3 2026.
  • AAF Wealth Management sold 1,020 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $83K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.55% of AAF Wealth Management's portfolio in Q3 2026, its #18 holding.
  • AAF Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • AAF Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $13.4M in Q4 2021.
  • 1,265 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.