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

American Financial 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	$27.5M	Buy	341,288 +9,416	+3%	+$730K	3.31%	11
2026 Q1	$23.8M	Sell	331,872 -1,848	-0.6%	-$137K	3.18%	11
2025 Q4	$24.2M	Sell	333,720 -6,872	-2%	-$500K	3.13%	12
2025 Q3	$25M	Sell	340,592 -14,708	-4%	-$1.06M	3.22%	11
2025 Q2	$24.9M	Sell	355,300 -7,864	-2%	-$516K	3.47%	11
2025 Q1	$23.5M	Sell	363,164 -7,768	-2%	-$521K	3.41%	12
2024 Q4	$24.5M	Sell	370,932 -1,744	-0.5%	-$118K	3.45%	11
2024 Q3	$24.6M	Sell	372,676 -5,092	-1%	-$320K	3.36%	11
2024 Q2	$22.9M	Buy	377,768 +44,060	+13%	+$2.68M	3.25%	11
2024 Q1	$20.8M	Buy	333,708 +1,880	+0.6%	+$111K	2.94%	15
2023 Q4	$19.3M	Sell	331,828 -2,892	-0.9%	-$155K	2.86%	15
2023 Q3	$17.4M	Buy	334,720 +4,840	+1%	+$265K	2.75%	16
2023 Q2	$18.2M	Buy	329,880 +298,076	+937%	+$15.6M	2.84%	13
2023 Q1	$1.68M	Buy	31,804 +5,072	+19%	+$270K	0.27%	44
2022 Q4	$1.36M	Buy	26,732 +3,012	+13%	+$153K	0.23%	47
2022 Q3	$1.11M	Buy	23,720 +10,364	+78%	+$542K	0.19%	48
2022 Q2	$658K	Buy	13,356 +8,440	+172%	+$456K	0.17%	41
2022 Q1	$292K	Buy	+4,916	New	+$288K	0.04%	105

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

American Financial Advisors's VO Position: Q2 2026 in Review

American Financial Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.8% in Q2 2026, buying an estimated $730K and bringing the position to 341,288 shares worth $27.5M. The position accounts for 3.31% of the portfolio, ranked #11.

American Financial Advisors first reported a position in VO in Q1 2022 and has held it in 18 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

American Financial Advisors held 341,288 shares of Vanguard Morningstar Mid-Cap ETF worth $27.5M as of Q2 2026.
American Financial Advisors bought 9,416 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $730K.
Vanguard Morningstar Mid-Cap ETF made up 3.31% of American Financial Advisors's portfolio in Q2 2026, its #11 holding.
American Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.