Accelerate Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Accelerate Investment 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	$6.31M	Sell	78,300 -3,432	-4%	-$266K	3.62%	6
2026 Q1	$5.87M	Sell	81,732 -568	-0.7%	-$42.2K	3.92%	5
2025 Q4	$5.97M	Buy	82,300 +100	+0.1%	+$7.27K	4.02%	5
2025 Q3	$6.04M	Buy	82,200 +5,740	+8%	+$412K	4.11%	5
2025 Q2	$5.35M	Buy	76,460 +3,232	+4%	+$212K	3.98%	5
2025 Q1	$4.73M	Buy	73,228 +1,048	+1%	+$70.3K	3.96%	5
2024 Q4	$4.77M	Buy	72,180 +3,496	+5%	+$237K	4.2%	6
2024 Q3	$4.53M	Buy	+68,684	New	+$4.31M	4.42%	5

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

Accelerate Investment Advisors's VO Position: Q2 2026 in Review

Accelerate Investment Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.2% in Q2 2026, selling an estimated $266K and leaving 78,300 shares worth $6.31M. The position accounts for 3.62% of the portfolio, ranked #6.

Accelerate Investment Advisors first reported a position in VO in Q3 2024 and has held it in 8 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Accelerate Investment Advisors held 78,300 shares of Vanguard Morningstar Mid-Cap ETF worth $6.31M as of Q2 2026.
Accelerate Investment Advisors sold 3,432 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $266K.
Vanguard Morningstar Mid-Cap ETF made up 3.62% of Accelerate Investment Advisors's portfolio in Q2 2026, its #6 holding.
Accelerate Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.