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

Aquire 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	$224K	Buy	+2,778	New	+$215K	0.05%	52
2026 Q1	–	Sell	-4,520	Closed	-$328K	–	51
2025 Q4	$328K	Buy	4,520 +40	+0.9%	+$2.91K	0.09%	38
2025 Q3	$329K	Sell	4,480 -28	-0.6%	-$2.01K	0.08%	41
2025 Q2	$315K	Buy	4,508 +76	+2%	+$4.99K	0.08%	39
2025 Q1	$287K	Buy	4,432 +1,264	+40%	+$84.8K	0.09%	41
2024 Q4	$209K	Buy	+3,168	New	+$215K	0.06%	45
2022 Q1	–	Sell	-2,148	Closed	-$137K	–	242
2021 Q4	$137K	Buy	+2,148	New	+$135K	0.07%	48

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

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

Aquire Wealth Advisors opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,778 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #52 among its holdings. This is a return to the name: Aquire Wealth Advisors previously reported a position in VO as recently as Q4 2025.

Aquire Wealth Advisors first reported a position in VO in Q4 2021 and has held it in 7 quarters since. The position peaked at $329K in Q3 2025. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Aquire Wealth Advisors held 2,778 shares of Vanguard Morningstar Mid-Cap ETF worth $224K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Aquire Wealth Advisors position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Aquire Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Aquire Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 7 quarters since.
Aquire Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $329K in Q3 2025.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.