American Institute for Advanced Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

American Institute for Advanced Investment Management’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	$632K	Hold	7,840	–	–	0.37%	82
2026 Q1	$563K	Sell	7,840 -600	-7%	-$44.6K	0.36%	78
2025 Q4	$612K	Sell	8,440 -2,192	-21%	-$159K	0.39%	69
2025 Q3	$781K	Sell	10,632 -40	-0.4%	-$2.87K	0.51%	54
2025 Q2	$747K	Hold	10,672	–	–	0.53%	50
2025 Q1	$690K	Buy	10,672 +1,240	+13%	+$83.2K	0.53%	53
2024 Q4	$623K	Sell	9,432 -460	-5%	-$31.2K	0.46%	64
2024 Q3	$652K	Sell	9,892 -320	-3%	-$20.1K	0.47%	62
2024 Q2	$618K	Hold	10,212	–	–	0.47%	57
2024 Q1	$638K	Hold	10,212	–	–	0.5%	55
2023 Q4	$594K	Sell	10,212 -460	-4%	-$24.6K	0.52%	51
2023 Q3	$556K	Sell	10,672 -2,200	-17%	-$121K	0.51%	55
2023 Q2	$708K	Sell	12,872 -672	-5%	-$35.2K	0.62%	47
2023 Q1	$714K	Sell	13,544 -3,552	-21%	-$189K	0.76%	39
2022 Q4	$871K	Sell	17,096 -1,488	-8%	-$75.8K	0.8%	40
2022 Q3	$873K	Sell	18,584 -252	-1%	-$13.2K	0.82%	40
2022 Q2	$927K	Sell	18,836 -5,832	-24%	-$315K	0.81%	39
2022 Q1	$1.47M	Sell	24,668 -496	-2%	-$29.1K	1.06%	29
2021 Q4	$1.6M	Sell	25,164 -40	-0.2%	-$2.51K	1.08%	29
2021 Q3	$1.49M	Sell	25,204 -876	-3%	-$52.9K	1.06%	30
2021 Q2	$1.55M	Sell	26,080 -708	-3%	-$41K	1.09%	28
2021 Q1	$1.48M	Buy	26,788 +1,404	+6%	+$76.2K	1.13%	27
2020 Q4	$1.31M	Buy	25,384 +544	+2%	+$26.3K	1.05%	32
2020 Q3	$1.09M	Sell	24,840 -612	-2%	-$26.7K	0.98%	36
2020 Q2	$1.04M	Buy	25,452 +5,920	+30%	+$227K	0.98%	34
2020 Q1	$643K	Buy	+19,532	New	+$809K	0.7%	48

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

American Institute for Advanced Investment Management's VO Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 7,840 shares worth $632K. The position accounts for 0.37% of the portfolio, ranked #82.

American Institute for Advanced Investment Management first reported a position in VO in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.6M in Q4 2021. 1,807 funds tracked by Wall St. Rank hold VO as of Q2 2026.

American Institute for Advanced Investment Management held 7,840 shares of Vanguard Morningstar Mid-Cap ETF worth $632K as of Q2 2026.
American Institute for Advanced Investment Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.37% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #82 holding.
American Institute for Advanced Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
American Institute for Advanced Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.6M in Q4 2021.
1,807 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.