BluePointe Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

BluePointe Capital 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
2025 Q1	$999K	Buy	+15,456	New	+$1.04M	0.38%	60

Other funds holding VO

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

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

BluePointe Capital Management's VO Position: Q1 2025 in Review

BluePointe Capital Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2025: 15,456 shares worth $999K. The stake represents 0.38% of the portfolio and ranks #60 among its holdings.

2,128 funds tracked by Wall St. Rank hold VO as of Q1 2025.

BluePointe Capital Management held 15,456 shares of Vanguard Morningstar Mid-Cap ETF worth $999K as of Q1 2025.
Vanguard Morningstar Mid-Cap ETF was a new BluePointe Capital Management position in Q1 2025.
Vanguard Morningstar Mid-Cap ETF made up 0.38% of BluePointe Capital Management's portfolio in Q1 2025, its #60 holding.
2,128 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2025.

Based on BluePointe Capital Management's 13F filing for Q1 2025, filed 2 May 2025.