Acorn Financial Advisory Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Acorn Financial Advisory Services’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	$4.63M	Sell	57,408 -2,200	-4%	-$171K	0.61%	29
2026 Q1	$4.28M	Sell	59,608 -2,208	-4%	-$164K	0.59%	26
2025 Q4	$4.49M	Sell	61,816 -2,320	-4%	-$169K	0.66%	20
2025 Q3	$4.71M	Sell	64,136 -32	-0%	-$2.3K	0.72%	20
2025 Q2	$4.49M	Sell	64,168 -848	-1%	-$55.7K	0.74%	20
2025 Q1	$4.2M	Sell	65,016 -4,892	-7%	-$328K	0.76%	17
2024 Q4	$4.62M	Sell	69,908 -12,144	-15%	-$824K	0.76%	17
2024 Q3	$5.41M	Sell	82,052 -416	-0.5%	-$26.1K	0.96%	15
2024 Q2	$4.99M	Buy	82,468 +6,764	+9%	+$411K	0.93%	15
2024 Q1	$4.73M	Sell	75,704 -22,280	-23%	-$1.32M	0.89%	15
2023 Q4	$5.67M	Sell	97,984 -23,320	-19%	-$1.25M	0.99%	14
2023 Q3	$6.3M	Sell	121,304 -571,372	-82%	-$31.3M	1.12%	14
2023 Q2	$38.1M	Buy	692,676 +3,320	+0.5%	+$174K	6.77%	4
2023 Q1	$36.3M	Sell	689,356 -1,424	-0.2%	-$75.8K	7.07%	3
2022 Q4	$35.2M	Buy	690,780 +36,040	+6%	+$1.84M	7.47%	3
2022 Q3	$30.8M	Buy	654,740 +27,616	+4%	+$1.44M	7.34%	3
2022 Q2	$30.9M	Buy	627,124 +25,328	+4%	+$1.37M	7.35%	3
2022 Q1	$35.8M	Buy	601,796 +14,640	+2%	+$859K	7.18%	3
2021 Q4	$37.4M	Buy	587,156 +495,148	+538%	+$31M	7.49%	3
2021 Q3	$5.45M	Sell	92,008 -1,000	-1%	-$60.4K	1.69%	12
2021 Q2	$5.52M	Buy	93,008 +22,068	+31%	+$1.28M	1.63%	11
2021 Q1	$3.93M	Buy	70,940 +8,428	+13%	+$457K	1.43%	13
2020 Q4	$3.23M	Buy	62,512 +19,720	+46%	+$955K	1.27%	14
2020 Q3	$1.89M	Buy	42,792 +23,956	+127%	+$1.04M	0.99%	18
2020 Q2	$771K	Buy	+18,836	New	+$722K	0.54%	58

Other funds holding VO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Acorn Financial Advisory Services's VO Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.7% in Q2 2026, selling an estimated $171K and leaving 57,408 shares worth $4.63M. The position accounts for 0.61% of the portfolio, ranked #29.

Acorn Financial Advisory Services first reported a position in VO in Q2 2020 and has held it in 25 quarters since. The position peaked at $38.1M in Q2 2023. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Acorn Financial Advisory Services held 57,408 shares of Vanguard Morningstar Mid-Cap ETF worth $4.63M as of Q2 2026.
Acorn Financial Advisory Services sold 2,200 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $171K.
Vanguard Morningstar Mid-Cap ETF made up 0.61% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #29 holding.
Acorn Financial Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
Acorn Financial Advisory Services's Vanguard Morningstar Mid-Cap ETF position peaked at $38.1M in Q2 2023.
1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.