Atala Financial’s Vanguard Morningstar 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 Q3	$638K	Hold	8,136	–	–	0.37%	62
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Atala Financial's VO Position: Q3 2026 in Review

Atala Financial held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 8,136 shares worth $638K. The position accounts for 0.37% of the portfolio, ranked #62.

Atala Financial first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $935K in Q3 2025. 1,893 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Atala Financial held 8,136 shares of Vanguard Morningstar Mid-Cap ETF worth $638K as of Q3 2026.
Atala Financial left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.37% of Atala Financial's portfolio in Q3 2026, its #62 holding.
Atala Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Atala Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $935K in Q3 2025.
1,893 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.