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

Fort Point Capital Partners’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	$13.6M	Buy	168,230 +33,574	+25%	+$2.6M	0.94%	21
2026 Q1	$9.67M	Sell	134,656 -14,584	-10%	-$1.08M	1.17%	20
2025 Q4	$11.2M	Sell	149,240 -10,744	-7%	-$782K	1.26%	20
2025 Q3	$11.8M	Sell	159,984 -3,696	-2%	-$265K	1.39%	21
2025 Q2	$11.5M	Buy	163,680 +4,836	+3%	+$317K	0.83%	26
2025 Q1	$10.3M	Sell	158,844 -10,584	-6%	-$710K	1.13%	22
2024 Q4	$11.2M	Buy	169,428 +100,044	+144%	+$6.79M	1.22%	21
2024 Q3	$4.58M	Buy	69,384 +3,284	+5%	+$206K	0.56%	38
2024 Q2	$4M	Buy	66,100 +6,092	+10%	+$370K	0.51%	39
2024 Q1	$3.75M	Buy	60,008 +12,656	+27%	+$748K	0.5%	38
2023 Q4	$2.75M	Sell	47,352 -11,552	-20%	-$617K	0.39%	45
2023 Q3	$3.07M	Buy	58,904 +15,092	+34%	+$828K	0.47%	35
2023 Q2	$2.41M	Buy	43,812 +38,160	+675%	+$2M	0.34%	49
2023 Q1	$298K	Buy	5,652 +412	+8%	+$21.9K	0.05%	217
2022 Q4	$267K	Buy	+5,240	New	+$267K	0.04%	220
2022 Q3	–	Sell	-4,068	Closed	-$200K	–	280
2022 Q2	$200K	Hold	4,068	–	–	0.03%	267
2022 Q1	$242K	Hold	4,068	–	–	0.03%	255
2021 Q4	$259K	Buy	4,068 +328	+9%	+$20.6K	0.03%	238
2021 Q3	$221K	Buy	+3,740	New	+$226K	0.03%	234

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

Fort Point Capital Partners's VO Position: Q2 2026 in Review

Fort Point Capital Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 25% in Q2 2026, buying an estimated $2.6M and bringing the position to 168,230 shares worth $13.6M. The position accounts for 0.94% of the portfolio, ranked #21.

Fort Point Capital Partners first reported a position in VO in Q3 2021 and has held it in 19 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Fort Point Capital Partners held 168,230 shares of Vanguard Morningstar Mid-Cap ETF worth $13.6M as of Q2 2026.
Fort Point Capital Partners bought 33,574 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.6M.
Vanguard Morningstar Mid-Cap ETF made up 0.94% of Fort Point Capital Partners's portfolio in Q2 2026, its #21 holding.
Fort Point Capital Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.