Bearing Point Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bearing Point Capital’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	$7.07M	Buy	87,718 +7,566	+9%	+$587K	0.95%	36
2026 Q1	$5.75M	Sell	80,152 -1,496	-2%	-$111K	0.9%	43
2025 Q4	$5.92M	Buy	81,648 +7,064	+9%	+$514K	0.93%	41
2025 Q3	$5.48M	Buy	74,584 +500	+0.7%	+$35.9K	0.94%	42
2025 Q2	$5.18M	Buy	74,084 +5,104	+7%	+$335K	0.95%	44
2025 Q1	$4.46M	Buy	68,980 +7,008	+11%	+$470K	0.95%	40
2024 Q4	$4.09M	Buy	+61,972	New	+$4.21M	0.85%	45

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 22.9% 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

Bearing Point Capital's VO Position: Q2 2026 in Review

Bearing Point Capital increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.4% in Q2 2026, buying an estimated $587K and bringing the position to 87,718 shares worth $7.07M. The position accounts for 0.95% of the portfolio, ranked #36.

Bearing Point Capital first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Bearing Point Capital held 87,718 shares of Vanguard Morningstar Mid-Cap ETF worth $7.07M as of Q2 2026.
Bearing Point Capital bought 7,566 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $587K.
Vanguard Morningstar Mid-Cap ETF made up 0.95% of Bearing Point Capital's portfolio in Q2 2026, its #36 holding.
Bearing Point Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.