American Money Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

American Money 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	$3.03M	Sell	37,624 -1,640	-4%	-$127K	0.43%	52
2026 Q1	$2.82M	Sell	39,264 -60	-0.2%	-$4.46K	0.45%	54
2025 Q4	$2.85M	Sell	39,324 -1,240	-3%	-$90.2K	0.45%	52
2025 Q3	$2.98M	Sell	40,564 -548	-1%	-$39.4K	0.5%	52
2025 Q2	$2.88M	Sell	41,112 -32	-0.1%	-$2.1K	0.51%	53
2025 Q1	$2.66M	Sell	41,144 -1,236	-3%	-$82.9K	0.5%	52
2024 Q4	$2.8M	Sell	42,380 -556	-1%	-$37.7K	0.55%	50
2024 Q3	$2.83M	Sell	42,936 -632	-1%	-$39.7K	0.57%	49
2024 Q2	$2.64M	Sell	43,568 -128	-0.3%	-$7.78K	0.56%	49
2024 Q1	$2.73M	Sell	43,696 -780	-2%	-$46.1K	0.57%	52
2023 Q4	$2.59M	Sell	44,476 -1,896	-4%	-$101K	0.58%	50
2023 Q3	$2.41M	Sell	46,372 -676	-1%	-$37.1K	0.62%	50
2023 Q2	$2.59M	Sell	47,048 -272	-0.6%	-$14.3K	0.65%	47
2023 Q1	$2.5M	Sell	47,320 -2,680	-5%	-$143K	0.66%	48
2022 Q4	$2.55M	Sell	50,000 -72	-0.1%	-$3.67K	0.73%	45
2022 Q3	$2.35M	Sell	50,072 -288	-0.6%	-$15.1K	0.72%	45
2022 Q2	$2.48M	Sell	50,360 -968	-2%	-$52.3K	0.72%	44
2022 Q1	$3.05M	Buy	51,328 +64	+0.1%	+$3.75K	0.81%	43
2021 Q4	$3.27M	Buy	51,264 +2,704	+6%	+$170K	0.85%	43
2021 Q3	$2.87M	Buy	+48,560	New	+$2.93M	0.81%	45
2019 Q2	–	Sell	-7,024	Closed	-$282K	–	82
2019 Q1	$282K	Sell	7,024 -16	-0.2%	-$615	0.16%	66
2018 Q4	$243K	Sell	7,040 -44	-0.6%	-$1.65K	0.15%	65
2018 Q3	$291K	Sell	7,084 -80	-1%	-$3.26K	0.17%	65
2018 Q2	$282K	Sell	7,164 -460	-6%	-$18.1K	0.17%	63
2018 Q1	$294K	Sell	7,624 -288	-4%	-$11.3K	0.18%	61
2017 Q4	$306K	Sell	7,912 -2,312	-23%	-$87.3K	0.19%	60
2017 Q3	$376K	Sell	10,224 -3,492	-25%	-$126K	0.25%	60
2017 Q2	$489K	Sell	13,716 -928	-6%	-$32.8K	0.35%	53
2017 Q1	$510K	Buy	+14,644	New	+$503K	0.38%	51

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 Money Management's VO Position: Q2 2026 in Review

American Money Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.2% in Q2 2026, selling an estimated $127K and leaving 37,624 shares worth $3.03M. The position accounts for 0.43% of the portfolio, ranked #52.

American Money Management first reported a position in VO in Q1 2017 and has held it in 29 quarters since. The position peaked at $3.27M in Q4 2021. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

American Money Management held 37,624 shares of Vanguard Morningstar Mid-Cap ETF worth $3.03M as of Q2 2026.
American Money Management sold 1,640 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $127K.
Vanguard Morningstar Mid-Cap ETF made up 0.43% of American Money Management's portfolio in Q2 2026, its #52 holding.
American Money Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2017 and has held it in 29 quarters since.
American Money Management's Vanguard Morningstar Mid-Cap ETF position peaked at $3.27M in Q4 2021.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.