Accretive Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Accretive Wealth Partners’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 Q1	$492K	Hold	6,848	–	–	0.14%	121
2025 Q4	$497K	Hold	6,848	–	–	0.15%	108
2025 Q3	$503K	Hold	6,848	–	–	0.15%	105
2025 Q2	$479K	Sell	6,848 -1,560	-19%	-$102K	0.16%	107
2025 Q1	$544K	Buy	8,408 +3,556	+73%	+$239K	0.19%	104
2024 Q4	$320K	Buy	4,852 +1,500	+45%	+$102K	0.14%	115
2024 Q3	$221K	Sell	3,352 -2,448	-42%	-$154K	0.09%	128
2024 Q2	$351K	Buy	5,800 +380	+7%	+$23.1K	0.15%	113
2024 Q1	$327K	Buy	5,420 +248	+5%	+$14.7K	0.14%	117
2023 Q4	$301K	Hold	5,172	–	–	0.14%	116
2023 Q3	$269K	Sell	5,172 -88	-2%	-$4.83K	0.16%	107
2023 Q2	$290K	Hold	5,260	–	–	0.17%	104
2023 Q1	$277K	Hold	5,260	–	–	0.18%	104
2022 Q4	$268K	Hold	5,260	–	–	0.18%	103
2022 Q3	$247K	Hold	5,260	–	–	0.19%	97
2022 Q2	$259K	Buy	5,260 +1,452	+38%	+$78.5K	0.19%	99
2022 Q1	$226K	Hold	3,808	–	–	0.14%	105
2021 Q4	$243K	Hold	3,808	–	–	0.15%	101
2021 Q3	$225K	Sell	3,808 -640	-14%	-$38.7K	0.16%	104
2021 Q2	$264K	Buy	+4,448	New	+$258K	0.19%	98

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Accretive Wealth Partners's VO Position: Q1 2026 in Review

Accretive Wealth Partners held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 6,848 shares worth $492K. The position accounts for 0.14% of the portfolio, ranked #121.

Accretive Wealth Partners first reported a position in VO in Q2 2021 and has held it in 20 quarters since. The position peaked at $544K in Q1 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Accretive Wealth Partners held 6,848 shares of Vanguard Mid-Cap ETF worth $492K as of Q1 2026.
Accretive Wealth Partners left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.14% of Accretive Wealth Partners's portfolio in Q1 2026, its #121 holding.
Accretive Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and has held it in 20 quarters since.
Accretive Wealth Partners's Vanguard Mid-Cap ETF position peaked at $544K in Q1 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.