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 Q3	$813K	Sell	10,368 -279	-3%	-$22.7K	0.04%	307
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

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aaron Wealth Advisors's VO Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.6% in Q3 2026, selling an estimated $22.7K and leaving 10,368 shares worth $813K. The position accounts for 0.04% of the portfolio, ranked #307.

Aaron Wealth Advisors first reported a position in VO in Q2 2024 and has held it in 10 quarters since. The position peaked at $858K in Q2 2026. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Aaron Wealth Advisors held 10,368 shares of Vanguard Morningstar Mid-Cap ETF worth $813K as of Q3 2026.
Aaron Wealth Advisors sold 279 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $22.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Aaron Wealth Advisors's portfolio in Q3 2026, its #307 holding.
Aaron Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 10 quarters since.
Aaron Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $858K in Q2 2026.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.