Acima Private Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Acima Private Wealth’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	$325K	Hold	4,028	–	–	0.09%	98
2026 Q1	$289K	Hold	4,028	–	–	0.09%	104
2025 Q4	$292K	Hold	4,028	–	–	0.09%	103
2025 Q3	$296K	Hold	4,028	–	–	0.09%	105
2025 Q2	$282K	Hold	4,028	–	–	0.1%	105
2025 Q1	$260K	Hold	4,028	–	–	0.09%	107
2024 Q4	$266K	Hold	4,028	–	–	0.09%	112
2024 Q3	$266K	Hold	4,028	–	–	0.09%	110
2024 Q2	$244K	Hold	4,028	–	–	0.09%	109
2024 Q1	$252K	Sell	4,028 -84	-2%	-$4.96K	0.09%	114
2023 Q4	$239K	Buy	4,112 +852	+26%	+$45.5K	0.09%	118
2023 Q3	$170K	Hold	3,260	–	–	0.08%	135
2023 Q2	$179K	Hold	3,260	–	–	0.09%	134
2023 Q1	$172K	Hold	3,260	–	–	0.08%	132
2022 Q4	$166K	Hold	3,260	–	–	0.09%	131
2022 Q3	$153K	Hold	3,260	–	–	0.08%	124
2022 Q2	$161K	Hold	3,260	–	–	0.08%	128
2022 Q1	$194K	Hold	3,260	–	–	0.09%	127
2021 Q4	$208K	Hold	3,260	–	–	0.09%	129
2021 Q3	$193K	Hold	3,260	–	–	0.09%	124
2021 Q2	$193K	Hold	3,260	–	–	0.09%	125
2021 Q1	$180K	Hold	3,260	–	–	0.09%	126
2020 Q4	$169K	Hold	3,260	–	–	0.09%	126
2020 Q3	$144K	Hold	3,260	–	–	0.09%	123
2020 Q2	$134K	Hold	3,260	–	–	0.09%	132
2020 Q1	$107K	Hold	3,260	–	–	0.08%	143
2019 Q4	$145K	Hold	3,260	–	–	0.1%	151
2019 Q3	$136K	Buy	3,260 +600	+23%	+$25.1K	0.1%	148
2019 Q2	$111K	Hold	2,660	–	–	0.09%	150
2019 Q1	$107K	Sell	2,660 -920	-26%	-$35.4K	0.09%	149
2018 Q4	$124K	Buy	+3,580	New	+$134K	0.12%	138

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

Acima Private Wealth's VO Position: Q2 2026 in Review

Acima Private Wealth held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 4,028 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #98.

Acima Private Wealth first reported a position in VO in Q4 2018 and has held it in 31 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Acima Private Wealth held 4,028 shares of Vanguard Morningstar Mid-Cap ETF worth $325K as of Q2 2026.
Acima Private Wealth left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.09% of Acima Private Wealth's portfolio in Q2 2026, its #98 holding.
Acima Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.