AIM
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AMI Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

AMI 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 		$2.25M Buy
27,916
+808
+3% +$62.6K 0.48% 45
2026
Q1 		$1.95M Buy
27,108
+912
+3% +$67.8K 0.44% 45
2025
Q4 		$1.9M Buy
26,196
+932
+4% +$67.8K 0.43% 46
2025
Q3 		$1.86M Sell
25,264
-820
-3% -$58.9K 0.43% 48
2025
Q2 		$1.82M Buy
26,084
+812
+3% +$53.3K 0.47% 47
2025
Q1 		$1.63M Buy
25,272
+2,788
+12% +$187K 0.53% 44
2024
Q4 		$1.48M Buy
22,484
+4,144
+23% +$281K 0.48% 45
2024
Q3 		$1.21M Buy
18,340
+696
+4% +$43.7K 0.41% 46
2024
Q2 		$1.07M Buy
17,644
+608
+4% +$36.9K 0.37% 47
2024
Q1 		$1.06M Buy
17,036
+248
+1% +$14.7K 0.39% 46
2023
Q4 		$976K Buy
16,788
+512
+3% +$27.4K 0.4% 47
2023
Q3 		$847K Sell
16,276
-2,272
-12% -$125K 0.38% 47
2023
Q2 		$1.02M Buy
18,548
+948
+5% +$49.7K 0.45% 44
2023
Q1 		$928K Buy
17,600
+1,532
+10% +$81.5K 0.43% 44
2022
Q4 		$819K Buy
16,068
+1,232
+8% +$62.8K 0.41% 46
2022
Q3 		$697K Buy
+14,836
New +$775K 0.39% 47

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

AMI Investment Management's VO Position: Q2 2026 in Review

AMI Investment Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3% in Q2 2026, buying an estimated $62.6K and bringing the position to 27,916 shares worth $2.25M. The position accounts for 0.48% of the portfolio, ranked #45.

AMI Investment Management first reported a position in VO in Q3 2022 and has held it in 16 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • AMI Investment Management held 27,916 shares of Vanguard Morningstar Mid-Cap ETF worth $2.25M as of Q2 2026.
  • AMI Investment Management bought 808 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $62.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.48% of AMI Investment Management's portfolio in Q2 2026, its #45 holding.
  • AMI Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.