American Financial & Tax Strategies’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

American Financial & Tax Strategies’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	$325K	Hold	4,032	–	–	0.15%	88
2026 Q1	$290K	Sell	4,032 -92	-2%	-$6.83K	0.14%	89
2025 Q4	$299K	Sell	4,124 -268	-6%	-$19.5K	0.15%	88
2025 Q3	$322K	Sell	4,392 -40	-0.9%	-$2.87K	0.16%	83
2025 Q2	$310K	Hold	4,432	–	–	0.16%	83
2025 Q1	$286K	Sell	4,432 -24	-0.5%	-$1.61K	0.15%	81
2024 Q4	$294K	Hold	4,456	–	–	0.15%	79
2024 Q3	$294K	Sell	4,456 -356	-7%	-$22.4K	0.15%	82
2024 Q2	$291K	Sell	4,812 -204	-4%	-$12.4K	0.15%	82
2024 Q1	$313K	Buy	5,016 +120	+2%	+$7.09K	0.17%	79
2023 Q4	$285K	Buy	+4,896	New	+$262K	0.16%	81

Other funds holding VO

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

American Financial & Tax Strategies's VO Position: Q2 2026 in Review

American Financial & Tax Strategies held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 4,032 shares worth $325K. The position accounts for 0.15% of the portfolio, ranked #88.

American Financial & Tax Strategies first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,008 funds tracked by Wall St. Rank hold VO as of Q2 2026.

American Financial & Tax Strategies held 4,032 shares of Vanguard Morningstar Mid-Cap ETF worth $325K as of Q2 2026.
American Financial & Tax Strategies left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.15% of American Financial & Tax Strategies's portfolio in Q2 2026, its #88 holding.
American Financial & Tax Strategies first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,008 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.