Atlanta Consulting Group Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Atlanta Consulting Group 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 Q1	$2.39M	Buy	33,272 +8,136	+32%	+$604K	0.51%	31
2025 Q4	$1.82M	Sell	25,136 -1,900	-7%	-$138K	0.41%	37
2025 Q3	$1.99M	Sell	27,036 -4,052	-13%	-$291K	0.49%	32
2025 Q2	$2.18M	Sell	31,088 -444	-1%	-$29.1K	0.6%	24
2025 Q1	$2.04M	Buy	31,532 +10,888	+53%	+$731K	0.6%	22
2024 Q4	$1.36M	Sell	20,644 -4,192	-17%	-$285K	0.5%	37
2024 Q3	$1.64M	Sell	24,836 -12,748	-34%	-$800K	0.41%	46
2024 Q2	$2.27M	Buy	37,584 +18,960	+102%	+$1.15M	0.49%	24
2024 Q1	$1.16M	Buy	+18,624	New	+$1.1M	0.4%	38

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Atlanta Consulting Group Advisors's VO Position: Q1 2026 in Review

Atlanta Consulting Group Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 32% in Q1 2026, buying an estimated $604K and bringing the position to 33,272 shares worth $2.39M. The position accounts for 0.51% of the portfolio, ranked #31.

Atlanta Consulting Group Advisors first reported a position in VO in Q1 2024 and has held it in 9 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Atlanta Consulting Group Advisors held 33,272 shares of Vanguard Mid-Cap ETF worth $2.39M as of Q1 2026.
Atlanta Consulting Group Advisors bought 8,136 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $604K.
Vanguard Mid-Cap ETF made up 0.51% of Atlanta Consulting Group Advisors's portfolio in Q1 2026, its #31 holding.
Atlanta Consulting Group Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q1 2026, filed 15 May 2026.