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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$770K Sell
2,515
-6
-0.2% -$1.73K 0.1% 101
2026
Q1
$649K Buy
2,521
+49
+2% +$13.4K 0.09% 102
2025
Q4
$690K Buy
2,472
+25
+1% +$7.16K 0.1% 95
2025
Q3
$719K Buy
2,447
+33
+1% +$9.52K 0.11% 93
2025
Q2
$686K Sell
2,414
-666
-22% -$172K 0.11% 94
2025
Q1
$753K Buy
+3,080
New +$801K 0.14% 80

Other funds holding VOT

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

Acorn Financial Advisory Services reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.24% in Q2 2026, selling an estimated $1.73K and leaving 2,515 shares worth $770K. The position accounts for 0.1% of the portfolio, ranked #101.

Acorn Financial Advisory Services first reported a position in VOT in Q1 2025 and has held it in 6 quarters since. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Acorn Financial Advisory Services held 2,515 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $770K as of Q2 2026.
  • Acorn Financial Advisory Services sold 6 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.73K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.1% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #101 holding.
  • Acorn Financial Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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