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AFG Fiduciary Services’s Vanguard 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

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
DC
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
CI
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
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

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

AFG Fiduciary Services reduced its Vanguard 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. 582 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • AFG Fiduciary Services held 28,242 shares of Vanguard Mid-Cap ETF worth $2.27M as of Q2 2026.
  • AFG Fiduciary Services sold 954 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $74K.
  • Vanguard 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 Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • AFG Fiduciary Services's Vanguard Mid-Cap ETF position peaked at $3.32M in Q4 2022.
  • 582 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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