AmeriFlex Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

AmeriFlex Group’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	$202K	Sell	2,509 -143	-5%	-$11.1K	0.08%	212
2026 Q1	$190K	Buy	2,652 +220	+9%	+$16.3K	0.1%	176
2025 Q4	$176K	Sell	2,432 -2,424	-50%	-$176K	0.09%	192
2025 Q3	$357K	Buy	4,856 +884	+22%	+$63.5K	0.13%	134
2025 Q2	$276K	Sell	3,972 -740	-16%	-$48.6K	0.15%	134
2025 Q1	$305K	Buy	4,712 +108	+2%	+$7.25K	0.12%	169
2024 Q4	$317K	Buy	+4,604	New	+$313K	0.15%	143

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

AmeriFlex Group's VO Position: Q2 2026 in Review

AmeriFlex Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.4% in Q2 2026, selling an estimated $11.1K and leaving 2,509 shares worth $202K. The position accounts for 0.08% of the portfolio, ranked #212.

AmeriFlex Group first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $357K in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

AmeriFlex Group held 2,509 shares of Vanguard Morningstar Mid-Cap ETF worth $202K as of Q2 2026.
AmeriFlex Group sold 143 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $11.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of AmeriFlex Group's portfolio in Q2 2026, its #212 holding.
AmeriFlex Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Vanguard Morningstar Mid-Cap ETF position peaked at $357K in Q3 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.