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Affiance Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Affiance Financial’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 		$3.83M Buy
47,561
+2,189
+5% +$170K 0.55% 25
2026
Q1 		$3.26M Buy
45,372
+5,984
+15% +$445K 0.53% 25
2025
Q4 		$2.86M Buy
39,388
+4,680
+13% +$340K 0.46% 29
2025
Q3 		$2.55M Buy
34,708
+2,676
+8% +$192K 0.46% 30
2025
Q2 		$2.24M Buy
32,032
+1,760
+6% +$116K 0.46% 30
2025
Q1 		$1.96M Buy
30,272
+2,344
+8% +$157K 0.46% 31
2024
Q4 		$1.84M Buy
27,928
+736
+3% +$50K 0.44% 35
2024
Q3 		$1.79M Buy
27,192
+104
+0.4% +$6.53K 0.43% 35
2024
Q2 		$1.64M Buy
27,088
+820
+3% +$49.8K 0.43% 37
2024
Q1 		$1.64M Sell
26,268
-13,880
-35% -$820K 0.44% 34
2023
Q4 		$2.34M Buy
40,148
+3,248
+9% +$174K 0.68% 24
2023
Q3 		$1.92M Buy
36,900
+7,224
+24% +$396K 0.98% 21
2023
Q2 		$1.63M Buy
29,676
+6,432
+28% +$337K 0.8% 29
2023
Q1 		$1.23M Buy
23,244
+21,784
+1,492% +$1.16M 0.65% 32
2022
Q4 		$74.4K Buy
1,460
+24
+2% +$1.22K 0.03% 146
2022
Q3 		$67K Hold
1,436
– – 0.04% 92
2022
Q2 		$71K Hold
1,436
– – 0.04% 93
2022
Q1 		$85K Hold
1,436
– – 0.04% 105
2021
Q4 		$91K Hold
1,436
– – 0.04% 119
2021
Q3 		$85K Hold
1,436
– – 0.04% 122
2021
Q2 		$85K Buy
1,436
+116
+9% +$6.72K 0.04% 125
2021
Q1 		$73K Hold
1,320
– – 0.03% 124
2020
Q4 		$68K Hold
1,320
– – 0.04% 113
2020
Q3 		$58K Sell
1,320
-192
-13% -$8.37K 0.03% 113
2020
Q2 		$62K Hold
1,512
– – 0.03% 106
2020
Q1 		$50K Sell
1,512
-1,884
-55% -$78K 0.03% 98
2019
Q4 		$151K Sell
3,396
-6,096
-64% -$262K 0.08% 96
2019
Q3 		$398K Sell
9,492
-612
-6% -$25.6K 0.24% 62
2019
Q2 		$422K Sell
10,104
-584
-5% -$23.9K 0.26% 59
2019
Q1 		$430K Sell
10,688
-320
-3% -$12.3K 0.27% 57
2018
Q4 		$380K Hold
11,008
– – 0.25% 62
2018
Q3 		$452K Hold
11,008
– – 0.3% 55
2018
Q2 		$434K Sell
11,008
-136
-1% -$5.34K 0.33% 52
2018
Q1 		$430K Sell
11,144
-1,576
-12% -$62.1K 0.38% 47
2017
Q4 		$492K Sell
12,720
-504
-4% -$19K 0.36% 44
2017
Q3 		$486K Sell
13,224
-5,012
-27% -$181K 0.39% 43
2017
Q2 		$650K Sell
18,236
-1,756
-9% -$62K 0.52% 33
2017
Q1 		$696K Sell
19,992
-3,596
-15% -$124K 0.54% 34
2016
Q4 		$776K Sell
23,588
-3,084
-12% -$99.8K 0.62% 32
2016
Q3 		$863K Sell
26,672
-5,768
-18% -$185K 0.7% 27
2016
Q2 		$1M Sell
32,440
-6,276
-16% -$192K 0.85% 24
2016
Q1 		$1.17M Sell
38,716
-2,068
-5% -$58.5K 1.12% 20
2015
Q4 		$1.23M Buy
40,784
+12,420
+44% +$379K 1.26% 16
2015
Q3 		$827K Buy
28,364
+16,956
+149% +$529K 1.04% 25
2015
Q2 		$363K Sell
11,408
-1,420
-11% -$46.1K 0.46% 56
2015
Q1 		$426K Buy
12,828
+332
+3% +$10.4K 0.65% 43
2014
Q4 		$386K Buy
+12,496
New +$377K 0.68% 39

Other funds holding VO

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
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Affiance Financial's VO Position: Q2 2026 in Review

Affiance Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.8% in Q2 2026, buying an estimated $170K and bringing the position to 47,561 shares worth $3.83M. The position accounts for 0.55% of the portfolio, ranked #25.

Affiance Financial first reported a position in VO in Q4 2014 and has held it in 47 quarters since. 1,308 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Affiance Financial held 47,561 shares of Vanguard Morningstar Mid-Cap ETF worth $3.83M as of Q2 2026.
  • Affiance Financial bought 2,189 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $170K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.55% of Affiance Financial's portfolio in Q2 2026, its #25 holding.
  • Affiance Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.