Vima LLC
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Vima LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Vima LLC’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 		$11.6K Hold
148
– – 0.01% 246
2026
Q2 		$11.9K Buy
+148
New +$11.5K 0.01% 257
2024
Q2 		– Sell
-92
Closed -$4.85K – 367
2024
Q1 		$4.85K Hold
92
– – 0.01% 296
2023
Q4 		$5.35K Buy
+92
New +$4.92K 0.01% 296

Other funds holding VO

Creative Planning
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Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 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
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Vima LLC's VO Position: Q3 2026 in Review

Vima LLC held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 148 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #246.

Vima LLC first reported a position in VO in Q4 2023 and has held it in 4 quarters since. The position peaked at $11.9K in Q2 2026. 1,296 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Vima LLC held 148 shares of Vanguard Morningstar Mid-Cap ETF worth $11.6K as of Q3 2026.
  • Vima LLC left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Vima LLC's portfolio in Q3 2026, its #246 holding.
  • Vima LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $11.9K in Q2 2026.
  • 1,296 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.