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Garrison Point Advisors’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Garrison Point Advisors's VO Position: Q1 2026 in Review

Garrison Point Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 3.7% in Q1 2026, buying an estimated $71.3K and bringing the position to 26,972 shares worth $1.94M. The position accounts for 0.88% of the portfolio, ranked #28.

Garrison Point Advisors first reported a position in VO in Q2 2021 and has held it in 20 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Garrison Point Advisors held 26,972 shares of Vanguard Mid-Cap ETF worth $1.94M as of Q1 2026.
  • Garrison Point Advisors bought 960 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $71.3K.
  • Vanguard Mid-Cap ETF made up 0.88% of Garrison Point Advisors's portfolio in Q1 2026, its #28 holding.
  • Garrison Point Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.