Olistico Wealth
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Olistico Wealth’s Vanguard Morningstar 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
Q3 		$360K Sell
4,588
-28
-0.6% -$2.28K 0.15% 82
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

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Olistico Wealth's VO Position: Q3 2026 in Review

Olistico Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.61% in Q3 2026, selling an estimated $2.28K and leaving 4,588 shares worth $360K. The position accounts for 0.15% of the portfolio, ranked #82.

Olistico Wealth first reported a position in VO in Q4 2022 and has held it in 16 quarters since. The position peaked at $598K in Q1 2024. 766 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Olistico Wealth held 4,588 shares of Vanguard Morningstar Mid-Cap ETF worth $360K as of Q3 2026.
  • Olistico Wealth sold 28 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $2.28K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.15% of Olistico Wealth's portfolio in Q3 2026, its #82 holding.
  • Olistico Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Olistico Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $598K in Q1 2024.
  • 766 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.