Vista Cima Wealth Management’s Vanguard 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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Vista Cima Wealth Management's VO Position: Q1 2026 in Review

Vista Cima Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 23% in Q1 2026, selling an estimated $1.35M and leaving 60,608 shares worth $4.35M. The position accounts for 4.3% of the portfolio, ranked #7.

Vista Cima Wealth Management first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.72M in Q4 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Vista Cima Wealth Management held 60,608 shares of Vanguard Mid-Cap ETF worth $4.35M as of Q1 2026.
Vista Cima Wealth Management sold 18,232 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.35M.
Vanguard Mid-Cap ETF made up 4.3% of Vista Cima Wealth Management's portfolio in Q1 2026, its #7 holding.
Vista Cima Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Vista Cima Wealth Management's Vanguard Mid-Cap ETF position peaked at $5.72M in Q4 2025.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Vista Cima Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.