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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Vima LLC's VO Position: Q2 2026 in Review

Vima LLC opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 148 shares worth $11.9K. The stake represents 0.01% of the portfolio and ranks #257 among its holdings. This is a return to the name: Vima LLC previously reported a position in VO as recently as Q1 2024.

Vima LLC first reported a position in VO in Q4 2023 and has held it in 3 quarters since. 1,399 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Vima LLC held 148 shares of Vanguard Morningstar Mid-Cap ETF worth $11.9K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Vima LLC position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Vima LLC's portfolio in Q2 2026, its #257 holding.
  • Vima LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • 1,399 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.