Affinity Capital Advisors’s Vanguard Morningstar 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Affinity Capital Advisors reduced its Vanguard Morningstar 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. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Affinity Capital Advisors held 34,603 shares of Vanguard Morningstar Mid-Cap ETF worth $2.8M as of Q2 2026.
Affinity Capital Advisors sold 137 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $10.6K.
Vanguard Morningstar 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 Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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