Accretive Wealth Partners’s Vanguard Morningstar 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 Q2	$552K	Hold	6,848	–	–	0.13%	116
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

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

Accretive Wealth Partners's VO Position: Q2 2026 in Review

Accretive Wealth Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 6,848 shares worth $552K. The position accounts for 0.13% of the portfolio, ranked #116.

Accretive Wealth Partners first reported a position in VO in Q2 2021 and has held it in 21 quarters since. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Accretive Wealth Partners held 6,848 shares of Vanguard Morningstar Mid-Cap ETF worth $552K as of Q2 2026.
Accretive Wealth Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of Accretive Wealth Partners's portfolio in Q2 2026, its #116 holding.
Accretive Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.