Affinity Capital Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Affinity Capital Advisors’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	$2.8M	Sell	34,603 -137	-0.4%	-$10.6K	0.35%	42
2026 Q1	$2.49M	Buy	34,740 +2,744	+9%	+$204K	0.35%	41
2025 Q4	$2.32M	Buy	31,996 +3,296	+11%	+$240K	0.32%	41
2025 Q3	$2.11M	Sell	28,700 -28	-0.1%	-$2.01K	0.32%	42
2025 Q2	$2.01M	Buy	28,728 +4,056	+16%	+$266K	0.35%	42
2025 Q1	$1.5M	Buy	24,672 +2,720	+12%	+$183K	0.3%	49
2024 Q4	$1.46M	Buy	21,952 +128	+0.6%	+$8.69K	0.27%	51
2024 Q3	$1.44M	Sell	21,824 -1,488	-6%	-$93.4K	0.28%	48
2024 Q2	$1.41M	Buy	23,312 +428	+2%	+$26K	0.3%	47
2024 Q1	$1.43M	Sell	22,884 -68	-0.3%	-$4.02K	0.32%	48
2023 Q4	$1.33M	Sell	22,952 -1,344	-6%	-$71.8K	0.33%	52
2023 Q3	$1.26M	Sell	24,296 -1,468	-6%	-$80.5K	0.35%	52
2023 Q2	$1.42M	Sell	25,764 -2,072	-7%	-$109K	0.38%	46
2023 Q1	$1.47M	Sell	27,836 -700	-2%	-$37.2K	0.46%	39
2022 Q4	$1.45M	Buy	28,536 +1,148	+4%	+$58.5K	0.5%	33
2022 Q3	$1.29M	Buy	27,388 +1,516	+6%	+$79.2K	0.45%	36
2022 Q2	$1.27M	Buy	25,872 +3,088	+14%	+$167K	0.43%	36
2022 Q1	$1.35M	Sell	22,784 -1,232	-5%	-$72.3K	0.42%	39
2021 Q4	$1.53M	Sell	24,016 -2,164	-8%	-$136K	0.46%	36
2021 Q3	$1.55M	Buy	26,180 +192	+0.7%	+$11.6K	0.52%	35
2021 Q2	$1.54M	Sell	25,988 -580	-2%	-$33.6K	0.52%	35
2021 Q1	$1.47M	Sell	26,568 -2,016	-7%	-$109K	0.54%	35
2020 Q4	$1.48M	Sell	28,584 -80	-0.3%	-$3.87K	0.6%	30
2020 Q3	$1.26M	Buy	28,664 +252	+0.9%	+$11K	0.71%	26
2020 Q2	$1.16M	Sell	28,412 -540	-2%	-$20.7K	0.76%	25
2020 Q1	$1.06M	Buy	+28,952	New	+$1.2M	0.78%	25

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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Affinity Capital Advisors's VO Position: Q2 2026 in Review

Affinity Capital Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 0.39% in Q2 2026, selling an estimated $10.6K and leaving 34,603 shares worth $2.8M. The position accounts for 0.35% of the portfolio, ranked #42.

Affinity Capital Advisors first reported a position in VO in Q1 2020 and has held it in 26 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Affinity Capital Advisors held 34,603 shares of Vanguard Mid-Cap ETF worth $2.8M as of Q2 2026.
Affinity Capital Advisors sold 137 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $10.6K.
Vanguard Mid-Cap ETF made up 0.35% of Affinity Capital Advisors's portfolio in Q2 2026, its #42 holding.
Affinity Capital Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.