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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
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 		$9.69M Buy
+187,408
New +$9.07M 8.77% 6

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

AAF Wealth Management's VO Position: Q2 2026 in Review

AAF Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 43% in Q2 2026, selling an estimated $1.17M and leaving 20,165 shares worth $1.62M. The position accounts for 0.6% of the portfolio, ranked #16.

AAF Wealth Management first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.4M in Q4 2021. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • AAF Wealth Management held 20,165 shares of Vanguard Morningstar Mid-Cap ETF worth $1.62M as of Q2 2026.
  • AAF Wealth Management sold 15,111 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.17M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.6% of AAF Wealth Management's portfolio in Q2 2026, its #16 holding.
  • AAF Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • AAF Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $13.4M in Q4 2021.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on AAF Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.