Atala Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Atala Financial’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	$656K	Hold	8,136	–	–	0.4%	61
2026 Q1	$589K	Hold	8,136	–	–	0.4%	60
2025 Q4	$590K	Sell	8,136 -4,600	-36%	-$335K	0.38%	60
2025 Q3	$935K	Hold	12,736	–	–	0.59%	51
2025 Q2	$891K	Sell	12,736 -56	-0.4%	-$3.68K	0.61%	49
2025 Q1	$827K	Buy	12,792 +56	+0.4%	+$3.76K	0.6%	47
2024 Q4	$841K	Buy	+12,736	New	+$865K	0.59%	48

Other funds holding VO

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Atala Financial's VO Position: Q2 2026 in Review

Atala Financial held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2026 at 8,136 shares worth $656K. The position accounts for 0.4% of the portfolio, ranked #61.

Atala Financial first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $935K in Q3 2025. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Atala Financial held 8,136 shares of Vanguard Mid-Cap ETF worth $656K as of Q2 2026.
Atala Financial left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap ETF made up 0.4% of Atala Financial's portfolio in Q2 2026, its #61 holding.
Atala Financial first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Atala Financial's Vanguard Mid-Cap ETF position peaked at $935K in Q3 2025.
930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.