Accurate Wealth Management
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Accurate Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Accurate Wealth Management’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 		$397K Buy
4,895
+933
+24% +$75.9K 0.03% 426
2026
Q2 		$321K Buy
+3,962
New +$307K 0.03% 444
2023
Q1 		– Sell
-1,400
Closed -$73.6K – 1424
2022
Q4 		$73.6K Buy
+1,400
New +$71.3K 0.03% 372

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Accurate Wealth Management's VO Position: Q3 2026 in Review

Accurate Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 24% in Q3 2026, buying an estimated $75.9K and bringing the position to 4,895 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #426.

Accurate Wealth Management first reported a position in VO in Q4 2022 and has held it in 3 quarters since. 1,745 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Accurate Wealth Management held 4,895 shares of Vanguard Morningstar Mid-Cap ETF worth $397K as of Q3 2026.
  • Accurate Wealth Management bought 933 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $75.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #426 holding.
  • Accurate Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 3 quarters since.
  • 1,745 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.