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Omni 360 Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Omni 360 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 		$1.71M Buy
21,821
+4,073
+23% +$331K 0.78% 29
2026
Q2 		$1.43M Buy
17,748
+3,136
+21% +$243K 0.66% 36
2026
Q1 		$1.05M Sell
14,612
-112
-0.8% -$8.32K 0.54% 42
2025
Q4 		$1.1M Sell
14,724
-88
-0.6% -$6.4K 0.57% 42
2025
Q3 		$1.09M Sell
14,812
-92
-0.6% -$6.61K 0.61% 40
2025
Q2 		$1.04M Sell
14,904
-72
-0.5% -$4.73K 0.65% 40
2025
Q1 		$968K Sell
14,976
-348
-2% -$23.4K 0.65% 35
2024
Q4 		$1.01M Sell
15,324
-236
-2% -$16K 0.67% 39
2024
Q3 		$1.03M Sell
15,560
-1,612
-9% -$101K 0.7% 40
2024
Q2 		$1.04M Sell
17,172
-1,016
-6% -$61.7K 0.79% 35
2024
Q1 		$1.14M Sell
18,188
-1,156
-6% -$68.3K 0.94% 28
2023
Q4 		$1.13M Buy
+19,344
New +$1.03M 1.05% 26

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Omni 360 Wealth's VO Position: Q3 2026 in Review

Omni 360 Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 23% in Q3 2026, buying an estimated $331K and bringing the position to 21,821 shares worth $1.71M. The position accounts for 0.78% of the portfolio, ranked #29.

Omni 360 Wealth first reported a position in VO in Q4 2023 and has held it in 12 quarters since. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Omni 360 Wealth held 21,821 shares of Vanguard Morningstar Mid-Cap ETF worth $1.71M as of Q3 2026.
  • Omni 360 Wealth bought 4,073 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $331K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.78% of Omni 360 Wealth's portfolio in Q3 2026, its #29 holding.
  • Omni 360 Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • 354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.