Aufman Associates
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Aufman Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Aufman Associates’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
Q3 		$915K Buy
11,663
+42
+0.4% +$3.42K 0.37% 20
2026
Q2 		$936K Buy
11,621
+1
+0% +$78 0.37% 20
2026
Q1 		$834K Sell
11,620
-4
-0% -$297 0.41% 21
2025
Q4 		$844K Buy
11,624
+48
+0.4% +$3.49K 0.43% 23
2025
Q3 		$850K Buy
11,576
+44
+0.4% +$3.16K 0.48% 22
2025
Q2 		$807K Buy
11,532
+52
+0.5% +$3.41K 0.5% 23
2025
Q1 		$742K Buy
11,480
+52
+0.5% +$3.49K 0.51% 21
2024
Q4 		$755K Buy
11,428
+44
+0.4% +$2.99K 0.51% 21
2024
Q3 		$751K Buy
11,384
+84
+0.7% +$5.27K 0.48% 21
2024
Q2 		$684K Hold
11,300
– – 0.49% 20
2024
Q1 		$706K Buy
11,300
+44
+0.4% +$2.6K 0.5% 19
2023
Q4 		$655K Buy
11,256
+60
+0.5% +$3.21K 0.49% 18
2023
Q3 		$583K Buy
11,196
+40
+0.4% +$2.19K 0.49% 19
2023
Q2 		$614K Buy
11,156
+40
+0.4% +$2.1K 0.51% 18
2023
Q1 		$586K Buy
11,116
+44
+0.4% +$2.34K 0.5% 18
2022
Q4 		$564K Buy
11,072
+60
+0.5% +$3.06K 0.52% 16
2022
Q3 		$518K Buy
11,012
+48
+0.4% +$2.51K 0.55% 17
2022
Q2 		$540K Buy
10,964
+32
+0.3% +$1.73K 0.51% 19
2022
Q1 		$650K Buy
10,932
+32
+0.3% +$1.88K 0.51% 17
2021
Q4 		$694K Sell
10,900
-268
-2% -$16.8K 0.51% 17
2021
Q3 		$661K Buy
11,168
+28
+0.3% +$1.69K 0.54% 18
2021
Q2 		$661K Buy
11,140
+32
+0.3% +$1.86K 0.51% 19
2021
Q1 		$615K Buy
11,108
+28
+0.3% +$1.52K 0.51% 18
2020
Q4 		$573K Buy
11,080
+92
+0.8% +$4.46K 0.51% 18
2020
Q3 		$484K Buy
10,988
+40
+0.4% +$1.74K 0.52% 20
2020
Q2 		$449K Sell
10,948
-2,756
-20% -$106K 0.51% 21
2020
Q1 		$451K Buy
13,704
+28
+0.2% +$1.16K 0.62% 19
2019
Q4 		$609K Buy
+13,676
New +$587K 0.63% 18

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Aufman Associates's VO Position: Q3 2026 in Review

Aufman Associates increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.36% in Q3 2026, buying an estimated $3.42K and bringing the position to 11,663 shares worth $915K. The position accounts for 0.37% of the portfolio, ranked #20.

Aufman Associates first reported a position in VO in Q4 2019 and has held it in 28 quarters since. The position peaked at $936K in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Aufman Associates held 11,663 shares of Vanguard Morningstar Mid-Cap ETF worth $915K as of Q3 2026.
  • Aufman Associates bought 42 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $3.42K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.37% of Aufman Associates's portfolio in Q3 2026, its #20 holding.
  • Aufman Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Aufman Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $936K in Q2 2026.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Aufman Associates's 13F filing for Q3 2026, filed 4 Nov 2026.