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Graypoint LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

Graypoint LLC’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
Q2 		$12.6M Buy
180,380
+6,404
+4% +$420K 0.71% 31
2025
Q1 		$11.2M Sell
173,976
-10,872
-6% -$730K 0.7% 33
2024
Q4 		$12.2M Sell
184,848
-15,344
-8% -$1.04M 0.74% 31
2024
Q3 		$13.2M Sell
200,192
-28
-0% -$1.76K 0.85% 26
2024
Q2 		$12.1M Buy
200,220
+26,868
+15% +$1.63M 0.84% 25
2024
Q1 		$10.8M Buy
173,352
+5,404
+3% +$319K 0.78% 27
2023
Q4 		$9.77M Sell
167,948
-92
-0.1% -$4.92K 0.79% 26
2023
Q3 		$8.75M Buy
168,040
+11,376
+7% +$624K 0.82% 24
2023
Q2 		$8.62M Buy
156,664
+67,988
+77% +$3.56M 0.86% 24
2023
Q1 		$4.68M Buy
88,676
+26,920
+44% +$1.43M 0.51% 41
2022
Q4 		$3.15M Sell
61,756
-5,476
-8% -$279K 0.38% 67
2022
Q3 		$3.16M Sell
67,232
-46,120
-41% -$2.41M 0.41% 63
2022
Q2 		$5.58M Sell
113,352
-10,956
-9% -$592K 0.72% 39
2022
Q1 		$7.39M Sell
124,308
-13,192
-10% -$774K 0.73% 40
2021
Q4 		$8.76M Sell
137,500
-70,972
-34% -$4.45M 0.92% 31
2021
Q3 		$12.3M Buy
208,472
+14,348
+7% +$867K 1.51% 14
2021
Q2 		$11.5M Buy
194,124
+1,180
+0.6% +$68.4K 1.53% 17
2021
Q1 		$10.7M Buy
192,944
+104,116
+117% +$5.65M 1.63% 15
2020
Q4 		$4.59M Buy
88,828
+15,888
+22% +$769K 0.8% 38
2020
Q3 		$3.21M Buy
72,940
+63,500
+673% +$2.77M 0.62% 46
2020
Q2 		$387K Buy
+9,440
New +$362K 0.09% 120

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Graypoint LLC's VO Position: Q2 2025 in Review

Graypoint LLC increased its Vanguard Mid-Cap ETF (VO) stake by 3.7% in Q2 2025, buying an estimated $420K and bringing the position to 180,380 shares worth $12.6M. The position accounts for 0.71% of the portfolio, ranked #31.

Graypoint LLC first reported a position in VO in Q2 2020 and has held it in 21 quarters since. The position peaked at $13.2M in Q3 2024. 2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Graypoint LLC held 180,380 shares of Vanguard Mid-Cap ETF worth $12.6M as of Q2 2025.
  • Graypoint LLC bought 6,404 Vanguard Mid-Cap ETF shares in Q2 2025, an estimated $420K.
  • Vanguard Mid-Cap ETF made up 0.71% of Graypoint LLC's portfolio in Q2 2025, its #31 holding.
  • Graypoint LLC first reported a position in Vanguard Mid-Cap ETF in Q2 2020 and has held it in 21 quarters since.
  • Graypoint LLC's Vanguard Mid-Cap ETF position peaked at $13.2M in Q3 2024.
  • 2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.