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

Cardinal Point 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
2026
Q2 		– Sell
-3,176
Closed -$228K – 312
2026
Q1 		$228K Sell
3,176
-648
-17% -$48.1K 0.01% 265
2025
Q4 		$277K Buy
+3,824
New +$278K 0.02% 212

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Cardinal Point Capital Management's VO Position: Q2 2026 in Review

Cardinal Point Capital Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 3,176 shares — an estimated $228K sold.

Cardinal Point Capital Management first reported a position in VO in Q4 2025 and held it in 2 quarters. The position peaked at $277K in Q4 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Cardinal Point Capital Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Cardinal Point Capital Management sold 3,176 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $228K.
  • Cardinal Point Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and held it in 2 quarters.
  • Cardinal Point Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $277K in Q4 2025.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.