Atlanta Consulting Group Advisors’s Vanguard Morningstar 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 Q2	$3M	Buy	37,195 +3,923	+12%	+$304K	0.48%	37
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

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

Atlanta Consulting Group Advisors's VO Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, buying an estimated $304K and bringing the position to 37,195 shares worth $3M. The position accounts for 0.48% of the portfolio, ranked #37.

Atlanta Consulting Group Advisors first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Atlanta Consulting Group Advisors held 37,195 shares of Vanguard Morningstar Mid-Cap ETF worth $3M as of Q2 2026.
Atlanta Consulting Group Advisors bought 3,923 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $304K.
Vanguard Morningstar Mid-Cap ETF made up 0.48% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #37 holding.
Atlanta Consulting Group Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.