ACORN FINANCIAL ADVISORY SERVICES INC /ADV OIH — VANECK ETF TRUST

Ownership history in ACORN FINANCIAL ADVISORY SERVICES INC /ADV  ·  3 quarters on record

AI Ownership Summary

ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported VANECK ETF TRUST (OIH) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 2.59% in 2026 Q1. The latest visible filing shows OIH at 2.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OIH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ACORN FINANCIAL ADVISORY SERVICES INC /ADV's position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

OIH was reported at 2.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.59% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OIH stock page ACORN FINANCIAL ADVISORY SERVICES INC /ADV fund profile ACORN FINANCIAL ADVISORY SERVICES INC /ADV full holdings
How ACORN FINANCIAL ADVISORY SERVICES INC /ADV held OIH — position size vs. price
% of Fund (quarterly)    OIH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 47,036 -1,152 -2.4% 2.23% $17.8M 2026-11-02 $389.03
2026 Q2 ADDED — — — 48,188 +1,474 +3.2% 2.38% $17.9M 2026-07-20 $375.18
2026 Q1 INITIATED — — — 46,714 — — 2.59% $18.9M 2026-04-24 $437.24

🏢 Other funds also holding OIH

As of 2026 Q3 — sorted by position size

Arlington Capital Management INC 3Y 7Y 5.38% Lake Hills Wealth Management, LLC 3Y 2.92% RED CEDAR INVESTMENT MANAGEMENT, LLC 3Y 7Y 1.4% TCP Asset Management, LLC 3Y 1.34% Hollow Brook Wealth Management LLC 3Y 7Y 1.26% Alternative Investment Advisors, LLC. 0.92% Braeburn Wealth Management LLC 0.81% FOURPATH CAPITAL MANAGEMENT, LLC 3Y 0.76% Lionsbridge Wealth Management LLC 3Y 0.69% WT Wealth Management 3Y 0.69%

FAQ About ACORN FINANCIAL ADVISORY SERVICES INC /ADV and OIH

These are the practical questions this page is built to answer before you even open the full history table.

How long has ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported owning OIH?

ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported OIH across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported OIH position in ACORN FINANCIAL ADVISORY SERVICES INC /ADV's portfolio?

The largest reported portfolio weight for OIH was 2.59% in 2026 Q1.

What is the latest reported OIH position on this page?

The most recent filing on this page is 2026 Q3, when ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported 47,036 shares, equal to 2.23% of portfolio, with an estimated market value of $17.8M.

What does the chart on this OIH ownership page compare?

The chart compares ACORN FINANCIAL ADVISORY SERVICES INC /ADV's quarterly OIH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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