Vista Cima Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Vista Cima Wealth Management’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	$4.97M	Buy	61,736 +1,128	+2%	+$87.4K	3.7%	8
2026 Q1	$4.35M	Sell	60,608 -18,232	-23%	-$1.35M	4.3%	7
2025 Q4	$5.72M	Buy	78,840 +3,964	+5%	+$288K	4.77%	5
2025 Q3	$5.5M	Buy	74,876 +2,780	+4%	+$200K	4.58%	3
2025 Q2	$5.04M	Buy	72,096 +2,160	+3%	+$142K	4.72%	5
2025 Q1	$4.52M	Buy	69,936 +15,876	+29%	+$1.07M	4.87%	5
2024 Q4	$3.57M	Buy	+54,060	New	+$3.67M	3.71%	11

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Vista Cima Wealth Management's VO Position: Q2 2026 in Review

Vista Cima Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.9% in Q2 2026, buying an estimated $87.4K and bringing the position to 61,736 shares worth $4.97M. The position accounts for 3.7% of the portfolio, ranked #8.

Vista Cima Wealth Management first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.72M in Q4 2025. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Vista Cima Wealth Management held 61,736 shares of Vanguard Morningstar Mid-Cap ETF worth $4.97M as of Q2 2026.
Vista Cima Wealth Management bought 1,128 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $87.4K.
Vanguard Morningstar Mid-Cap ETF made up 3.7% of Vista Cima Wealth Management's portfolio in Q2 2026, its #8 holding.
Vista Cima Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Vista Cima Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $5.72M in Q4 2025.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Vista Cima Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.