Acorn Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Acorn Wealth Advisors’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	$669K	Sell	8,300 -1,292	-13%	-$100K	0.16%	131
2026 Q1	$689K	Buy	9,592 +2,592	+37%	+$193K	0.2%	110
2025 Q4	$508K	Sell	7,000 -372	-5%	-$27.1K	0.15%	136
2025 Q3	$541K	Sell	7,372 -300	-4%	-$21.5K	0.17%	132
2025 Q2	$537K	Buy	7,672 +164	+2%	+$10.8K	0.2%	111
2025 Q1	$485K	Buy	7,508 +396	+6%	+$26.6K	0.2%	110
2024 Q4	$470K	Buy	7,112 +1,072	+18%	+$72.8K	0.19%	111
2024 Q3	$398K	Sell	6,040 -92	-2%	-$5.78K	0.17%	120
2024 Q2	$371K	Buy	6,132 +1,344	+28%	+$81.7K	0.18%	113
2024 Q1	$299K	Buy	4,788 +16	+0.3%	+$946	0.16%	138
2023 Q4	$278K	Sell	4,772 -40	-0.8%	-$2.14K	0.16%	139
2023 Q3	$251K	Sell	4,812 -1,060	-18%	-$58.1K	0.17%	142
2023 Q2	$323K	Buy	5,872 +12	+0.2%	+$629	0.22%	109
2023 Q1	$309K	Sell	5,860 -308	-5%	-$16.4K	0.23%	105
2022 Q4	$314K	Sell	6,168 -1,976	-24%	-$101K	0.24%	100
2022 Q3	$383K	Sell	8,144 -148	-2%	-$7.74K	0.31%	78
2022 Q2	$408K	Sell	8,292 -1,256	-13%	-$67.9K	0.32%	82
2022 Q1	$568K	Sell	9,548 -296	-3%	-$17.4K	0.39%	60
2021 Q4	$627K	Buy	9,844 +412	+4%	+$25.8K	0.4%	59
2021 Q3	$558K	Buy	9,432 +20	+0.2%	+$1.21K	0.39%	60
2021 Q2	$558K	Buy	9,412 +548	+6%	+$31.8K	0.39%	59
2021 Q1	$490K	Buy	8,864 +288	+3%	+$15.6K	0.35%	71
2020 Q4	$443K	Buy	8,576 +2,160	+34%	+$105K	0.35%	64
2020 Q3	$283K	Buy	6,416 +256	+4%	+$11.2K	0.25%	91
2020 Q2	$252K	Hold	6,160	–	–	0.23%	91
2020 Q1	$204K	Buy	+6,160	New	+$255K	0.23%	97
2019 Q2	–	Sell	-5,288	Closed	-$219K	–	132
2019 Q1	$219K	Buy	+5,288	New	+$203K	0.2%	115
2018 Q3	–	Sell	-5,248	Closed	-$207K	–	436
2018 Q2	$207K	Buy	5,248 +268	+5%	+$10.5K	0.18%	111
2018 Q1	$193K	Buy	4,980 +92	+2%	+$3.62K	0.17%	113
2017 Q4	$193K	Buy	+4,888	New	+$185K	0.18%	101

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

Acorn Wealth Advisors's VO Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 13% in Q2 2026, selling an estimated $100K and leaving 8,300 shares worth $669K. The position accounts for 0.16% of the portfolio, ranked #131.

Acorn Wealth Advisors first reported a position in VO in Q4 2017 and has held it in 30 quarters since. The position peaked at $689K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Acorn Wealth Advisors held 8,300 shares of Vanguard Morningstar Mid-Cap ETF worth $669K as of Q2 2026.
Acorn Wealth Advisors sold 1,292 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $100K.
Vanguard Morningstar Mid-Cap ETF made up 0.16% of Acorn Wealth Advisors's portfolio in Q2 2026, its #131 holding.
Acorn Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 30 quarters since.
Acorn Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $689K in Q1 2026.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.