Aaron Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Aaron Wealth Advisors’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	$858K	Buy	10,647 +1,535	+17%	+$119K	0.04%	291
2026 Q1	$654K	Hold	9,112	–	–	0.04%	323
2025 Q4	$661K	Hold	9,112	–	–	0.04%	363
2025 Q3	$669K	Hold	9,112	–	–	0.04%	333
2025 Q2	$637K	Buy	9,112 +3,116	+52%	+$205K	0.07%	189
2025 Q1	$388K	Sell	5,996 -8	-0.1%	-$537	0.04%	271
2024 Q4	$396K	Hold	6,004	–	–	0.05%	253
2024 Q3	$396K	Sell	6,004 -176	-3%	-$11.1K	0.05%	235
2024 Q2	$374K	Buy	+6,180	New	+$376K	0.05%	202

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

Aaron Wealth Advisors's VO Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 17% in Q2 2026, buying an estimated $119K and bringing the position to 10,647 shares worth $858K. The position accounts for 0.04% of the portfolio, ranked #291.

Aaron Wealth Advisors first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Aaron Wealth Advisors held 10,647 shares of Vanguard Morningstar Mid-Cap ETF worth $858K as of Q2 2026.
Aaron Wealth Advisors bought 1,535 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $119K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Aaron Wealth Advisors's portfolio in Q2 2026, its #291 holding.
Aaron Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.