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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Omni 360 Wealth's VO Position: Q2 2026 in Review

Omni 360 Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 21% in Q2 2026, buying an estimated $243K and bringing the position to 17,748 shares worth $1.43M. The position accounts for 0.66% of the portfolio, ranked #36.

Omni 360 Wealth first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Omni 360 Wealth held 17,748 shares of Vanguard Morningstar Mid-Cap ETF worth $1.43M as of Q2 2026.
  • Omni 360 Wealth bought 3,136 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $243K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.66% of Omni 360 Wealth's portfolio in Q2 2026, its #36 holding.
  • Omni 360 Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.