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Atomi Financial Group’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Atomi Financial Group's VO Position: Q1 2026 in Review

Atomi Financial Group reduced its Vanguard Mid-Cap ETF (VO) stake by 68% in Q1 2026, selling an estimated $8.53M and leaving 53,316 shares worth $3.83M. The position accounts for 0.12% of the portfolio, ranked #139.

Atomi Financial Group first reported a position in VO in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.2M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Atomi Financial Group held 53,316 shares of Vanguard Mid-Cap ETF worth $3.83M as of Q1 2026.
  • Atomi Financial Group sold 114,824 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $8.53M.
  • Vanguard Mid-Cap ETF made up 0.12% of Atomi Financial Group's portfolio in Q1 2026, its #139 holding.
  • Atomi Financial Group first reported a position in Vanguard Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's Vanguard Mid-Cap ETF position peaked at $12.2M in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.