Atomi Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Atomi Financial Group’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	$4.32M	Buy	53,581 +265	+0.5%	+$20.5K	0.11%	145
2026 Q1	$3.83M	Sell	53,316 -114,824	-68%	-$8.53M	0.12%	139
2025 Q4	$12.2M	Buy	168,140 +19,236	+13%	+$1.4M	0.36%	51
2025 Q3	$10.9M	Buy	148,904 +11,160	+8%	+$801K	0.35%	54
2025 Q2	$9.64M	Buy	137,744 +28,712	+26%	+$1.88M	0.36%	56
2025 Q1	$7.05M	Buy	109,032 +11,724	+12%	+$787K	0.32%	61
2024 Q4	$6.43M	Buy	97,308 +20,968	+27%	+$1.42M	0.32%	60
2024 Q3	$5.04M	Buy	76,340 +38,432	+101%	+$2.41M	0.31%	65
2024 Q2	$2.29M	Buy	37,908 +9,200	+32%	+$559K	0.17%	108
2024 Q1	$1.79M	Buy	28,708 +17,908	+166%	+$1.06M	0.17%	126
2023 Q4	$628K	Buy	10,800 +736	+7%	+$39.3K	0.09%	218
2023 Q3	$524K	Buy	+10,064	New	+$552K	0.18%	144

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

Atomi Financial Group's VO Position: Q2 2026 in Review

Atomi Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.5% in Q2 2026, buying an estimated $20.5K and bringing the position to 53,581 shares worth $4.32M. The position accounts for 0.11% of the portfolio, ranked #145.

Atomi Financial Group first reported a position in VO in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.2M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Atomi Financial Group held 53,581 shares of Vanguard Morningstar Mid-Cap ETF worth $4.32M as of Q2 2026.
Atomi Financial Group bought 265 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $20.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of Atomi Financial Group's portfolio in Q2 2026, its #145 holding.
Atomi Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Atomi Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $12.2M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.