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AFA
American Financial Advisors’s
Vanguard 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
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
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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