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Olistico Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Olistico Wealth’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 		$372K Sell
4,616
-228
-5% -$17.7K 0.16% 80
2026
Q1 		$348K Sell
4,844
-40
-0.8% -$2.97K 0.17% 77
2025
Q4 		$354K Sell
4,884
-1,468
-23% -$107K 0.17% 71
2025
Q3 		$466K Sell
6,352
-84
-1% -$6.03K 0.25% 62
2025
Q2 		$450K Sell
6,436
-132
-2% -$8.66K 0.25% 62
2025
Q1 		$425K Sell
6,568
-1,964
-23% -$132K 0.26% 69
2024
Q4 		$563K Buy
8,532
+4
+0% +$272 0.33% 54
2024
Q3 		$563K Sell
8,528
-4
-0% -$251 0.34% 57
2024
Q2 		$516K Sell
8,532
-1,036
-11% -$63K 0.33% 60
2024
Q1 		$598K Sell
9,568
-212
-2% -$12.5K 0.43% 52
2023
Q4 		$569K Sell
9,780
-256
-3% -$13.7K 0.44% 51
2023
Q3 		$522K Buy
10,036
+8
+0.1% +$439 0.47% 56
2023
Q2 		$552K Buy
10,028
+12
+0.1% +$629 0.47% 55
2023
Q1 		$528K Buy
10,016
+8
+0.1% +$426 0.51% 53
2022
Q4 		$510K Buy
+10,008
New +$510K 0.55% 51

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
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
DC
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Olistico Wealth's VO Position: Q2 2026 in Review

Olistico Wealth reduced its Vanguard Mid-Cap ETF (VO) stake by 4.7% in Q2 2026, selling an estimated $17.7K and leaving 4,616 shares worth $372K. The position accounts for 0.16% of the portfolio, ranked #80.

Olistico Wealth first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $598K in Q1 2024. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Olistico Wealth held 4,616 shares of Vanguard Mid-Cap ETF worth $372K as of Q2 2026.
  • Olistico Wealth sold 228 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $17.7K.
  • Vanguard Mid-Cap ETF made up 0.16% of Olistico Wealth's portfolio in Q2 2026, its #80 holding.
  • Olistico Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Olistico Wealth's Vanguard Mid-Cap ETF position peaked at $598K in Q1 2024.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.