Garrison Point Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Garrison Point Advisors’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	$2.3M	Buy	28,533 +1,561	+6%	+$121K	0.93%	26
2026 Q1	$1.94M	Buy	26,972 +960	+4%	+$71.3K	0.88%	28
2025 Q4	$1.89M	Buy	26,012 +804	+3%	+$58.5K	0.84%	28
2025 Q3	$1.85M	Buy	25,208 +2,560	+11%	+$184K	0.78%	30
2025 Q2	$1.58M	Buy	22,648 +512	+2%	+$33.6K	0.73%	36
2025 Q1	$1.43M	Buy	22,136 +1,888	+9%	+$127K	0.69%	40
2024 Q4	$1.34M	Buy	20,248 +2,268	+13%	+$154K	0.63%	44
2024 Q3	$1.19M	Buy	17,980 +1,576	+10%	+$99K	0.73%	42
2024 Q2	$993K	Buy	16,404 +1,780	+12%	+$108K	0.66%	47
2024 Q1	$914K	Buy	14,624 +3,216	+28%	+$190K	0.59%	57
2023 Q4	$664K	Sell	11,408 -88	-0.8%	-$4.7K	0.47%	65
2023 Q3	$599K	Sell	11,496 -1,076	-9%	-$59K	0.46%	71
2023 Q2	$692K	Buy	12,572 +452	+4%	+$23.7K	0.5%	70
2023 Q1	$639K	Buy	12,120 +1,996	+20%	+$106K	0.48%	72
2022 Q4	$516K	Buy	10,124 +1,372	+16%	+$69.9K	0.42%	87
2022 Q3	$411K	Buy	8,752 +764	+10%	+$39.9K	0.37%	88
2022 Q2	$393K	Buy	7,988 +828	+12%	+$44.7K	0.33%	98
2022 Q1	$426K	Buy	7,160 +660	+10%	+$38.7K	0.3%	99
2021 Q4	$414K	Buy	6,500 +1,600	+33%	+$100K	0.27%	104
2021 Q3	$290K	Buy	4,900 +1,228	+33%	+$74.2K	0.21%	121
2021 Q2	$218K	Buy	+3,672	New	+$213K	0.16%	144

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

Garrison Point Advisors's VO Position: Q2 2026 in Review

Garrison Point Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.8% in Q2 2026, buying an estimated $121K and bringing the position to 28,533 shares worth $2.3M. The position accounts for 0.93% of the portfolio, ranked #26.

Garrison Point Advisors first reported a position in VO in Q2 2021 and has held it in 21 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Garrison Point Advisors held 28,533 shares of Vanguard Morningstar Mid-Cap ETF worth $2.3M as of Q2 2026.
Garrison Point Advisors bought 1,561 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $121K.
Vanguard Morningstar Mid-Cap ETF made up 0.93% of Garrison Point Advisors's portfolio in Q2 2026, its #26 holding.
Garrison Point Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.