AWM
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Accurate Wealth Management’s Vanguard 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
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

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Accurate Wealth Management's VO Position: Q2 2026 in Review

Accurate Wealth Management opened a new position in Vanguard Mid-Cap ETF (VO) in Q2 2026: 3,962 shares worth $321K. The stake represents 0.03% of the portfolio and ranks #444 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in VO as recently as Q4 2022.

Accurate Wealth Management first reported a position in VO in Q4 2022 and has held it in 2 quarters since. 454 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Accurate Wealth Management held 3,962 shares of Vanguard Mid-Cap ETF worth $321K as of Q2 2026.
  • Vanguard Mid-Cap ETF was a new Accurate Wealth Management position in Q2 2026.
  • Vanguard Mid-Cap ETF made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #444 holding.
  • Accurate Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 2 quarters since.
  • 454 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.