Accretive Wealth Partners
VO icon

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
Q3 		$537K Hold
6,848
– – 0.11% 122
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

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UBS Group
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Accretive Wealth Partners's VO Position: Q3 2026 in Review

Accretive Wealth Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 6,848 shares worth $537K. The position accounts for 0.11% of the portfolio, ranked #122.

Accretive Wealth Partners first reported a position in VO in Q2 2021 and has held it in 22 quarters since. The position peaked at $552K in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Accretive Wealth Partners held 6,848 shares of Vanguard Morningstar Mid-Cap ETF worth $537K as of Q3 2026.
  • Accretive Wealth Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.11% of Accretive Wealth Partners's portfolio in Q3 2026, its #122 holding.
  • Accretive Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 22 quarters since.
  • Accretive Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $552K in Q2 2026.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.