AFG Fiduciary Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

AFG Fiduciary Services’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	$2.27M	Sell	28,242 -954	-3%	-$74K	1.77%	16
2026 Q1	$2.13M	Buy	29,196 +104	+0.4%	+$7.73K	1.24%	17
2025 Q4	$2.13M	Sell	29,092 -3,252	-10%	-$237K	1.26%	19
2025 Q3	$2.37M	Sell	32,344 -224	-0.7%	-$16.1K	1.37%	17
2025 Q2	$2.29M	Buy	32,568 +2,816	+9%	+$185K	1.46%	17
2025 Q1	$1.83M	Buy	29,752 +3,816	+15%	+$256K	1.34%	19
2024 Q4	$1.75M	Hold	25,936	–	–	1.23%	21
2024 Q3	$1.73M	Sell	25,936 -236	-0.9%	-$14.8K	1.16%	18
2024 Q2	$1.64M	Sell	26,172 -2,660	-9%	-$162K	1.14%	20
2024 Q1	$1.78M	Sell	28,832 -14,096	-33%	-$833K	1.32%	16
2023 Q4	$2.48M	Sell	42,928 -1,456	-3%	-$77.8K	2.02%	11
2023 Q3	$2.29M	Sell	44,384 -3,076	-6%	-$169K	2.03%	12
2023 Q2	$2.67M	Sell	47,460 -45,224	-49%	-$2.37M	2.01%	13
2023 Q1	$3.21M	Sell	92,684 -4,540	-5%	-$242K	2.97%	9
2022 Q4	$3.32M	Buy	97,224 +60,044	+161%	+$3.06M	3.13%	8
2022 Q3	$1.75M	Sell	37,180 -8,592	-19%	-$449K	1.65%	16
2022 Q2	$2.25M	Sell	45,772 -1,600	-3%	-$86.4K	1.96%	14
2022 Q1	$2.82M	Buy	+47,372	New	+$2.78M	1.98%	12

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

AFG Fiduciary Services's VO Position: Q2 2026 in Review

AFG Fiduciary Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.3% in Q2 2026, selling an estimated $74K and leaving 28,242 shares worth $2.27M. The position accounts for 1.77% of the portfolio, ranked #16.

AFG Fiduciary Services first reported a position in VO in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.32M in Q4 2022. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

AFG Fiduciary Services held 28,242 shares of Vanguard Morningstar Mid-Cap ETF worth $2.27M as of Q2 2026.
AFG Fiduciary Services sold 954 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $74K.
Vanguard Morningstar Mid-Cap ETF made up 1.77% of AFG Fiduciary Services's portfolio in Q2 2026, its #16 holding.
AFG Fiduciary Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
AFG Fiduciary Services's Vanguard Morningstar Mid-Cap ETF position peaked at $3.32M in Q4 2022.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.