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

Omnia Family 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 		$4.17M Sell
51,806
-158
-0.3% -$12.2K 1.12% 14
2026
Q1 		$3.73M Buy
51,964
+488
+0.9% +$36.3K 1.18% 13
2025
Q4 		$3.73M Sell
51,476
-504
-1% -$36.7K 1.1% 16
2025
Q3 		$3.83M Sell
51,980
-136
-0.3% -$9.77K 1.24% 16
2025
Q2 		$3.66M Sell
52,116
-912
-2% -$59.9K 1.33% 15
2025
Q1 		$3.43M Hold
53,028
– – 1.43% 14
2024
Q4 		$3.5M Hold
53,028
– – 1.45% 14
2024
Q3 		$3.5M Hold
53,028
– – 1.5% 15
2024
Q2 		$3.22M Sell
53,028
-380
-0.7% -$23.1K 1.36% 18
2024
Q1 		$3.34M Sell
53,408
-12
-0% -$709 1.56% 16
2023
Q4 		$3.11M Sell
53,420
-752
-1% -$40.2K 1.59% 15
2023
Q3 		$2.82M Sell
54,172
-7,496
-12% -$411K 1.75% 16
2023
Q2 		$3.39M Sell
61,668
-16
-0% -$839 2.31% 12
2023
Q1 		$3.25M Sell
61,684
-368
-0.6% -$19.6K 2.5% 11
2022
Q4 		$3.16M Hold
62,052
– – 2.56% 10
2022
Q3 		$2.92M Sell
62,052
-920
-1% -$48.1K 2.4% 9
2022
Q2 		$3.1M Hold
62,972
– – 2.28% 12
2022
Q1 		$3.74M Hold
62,972
– – 2.49% 8
2021
Q4 		$4.01M Hold
62,972
– – 2.44% 9
2021
Q3 		$3.73M Hold
62,972
– – 2.56% 9
2021
Q2 		$3.74M Sell
62,972
-3,220
-5% -$187K 2.39% 12
2021
Q1 		$3.66M Sell
66,192
-4,408
-6% -$239K 2.72% 9
2020
Q4 		$3.65M Hold
70,600
– – 3.33% 7
2020
Q3 		$3.11M Hold
70,600
– – 2.97% 9
2020
Q2 		$2.89M Sell
70,600
-8,612
-11% -$330K 2.84% 9
2020
Q1 		$2.61M Sell
79,212
-324
-0.4% -$13.4K 2.71% 8
2019
Q4 		$3.54M Sell
79,536
-252
-0.3% -$10.8K 1.62% 15
2019
Q3 		$3.34M Sell
79,788
-14,704
-16% -$614K 2.44% 10
2019
Q2 		$3.96M Sell
94,492
-1,748
-2% -$71.5K 2% 10
2019
Q1 		$3.88M Sell
96,240
-1,700
-2% -$65.4K 1.91% 10
2018
Q4 		$3.38M Sell
97,940
-5,104
-5% -$192K 1.83% 10
2018
Q3 		$4.25M Sell
103,044
-40
-0% -$1.63K 1.95% 7
2018
Q2 		$4.06M Hold
103,084
– – 1.9% 7
2018
Q1 		$3.97M Hold
103,084
– – 1.82% 7
2017
Q4 		$3.99M Hold
103,084
– – 1.83% 9
2017
Q3 		$3.8M Hold
103,084
– – 1.84% 8
2017
Q2 		$3.67M Hold
103,084
– – 1.76% 11
2017
Q1 		$3.6M Hold
103,084
– – 1.75% 11
2016
Q4 		$3.39M Buy
+103,084
New +$3.34M 1.68% 14

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Omnia Family Wealth's VO Position: Q2 2026 in Review

Omnia Family Wealth reduced its Vanguard Mid-Cap ETF (VO) stake by 0.3% in Q2 2026, selling an estimated $12.2K and leaving 51,806 shares worth $4.17M. The position accounts for 1.12% of the portfolio, ranked #14.

Omnia Family Wealth first reported a position in VO in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.25M in Q3 2018. 1,170 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Omnia Family Wealth held 51,806 shares of Vanguard Mid-Cap ETF worth $4.17M as of Q2 2026.
  • Omnia Family Wealth sold 158 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $12.2K.
  • Vanguard Mid-Cap ETF made up 1.12% of Omnia Family Wealth's portfolio in Q2 2026, its #14 holding.
  • Omnia Family Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • Omnia Family Wealth's Vanguard Mid-Cap ETF position peaked at $4.25M in Q3 2018.
  • 1,170 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.