High Point Wealth Management
VO icon

High Point Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

High Point Wealth 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
Q3 		$1.58K Hold
20
– – ﹤0.01% 296
2026
Q2 		$1.62K Buy
+20
New +$1.55K ﹤0.01% 247

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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

High Point Wealth Management's VO Position: Q3 2026 in Review

High Point Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 20 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

High Point Wealth Management first reported a position in VO in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.62K in Q2 2026. 1,745 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • High Point Wealth Management held 20 shares of Vanguard Morningstar Mid-Cap ETF worth $1.58K as of Q3 2026.
  • High Point Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of High Point Wealth Management's portfolio in Q3 2026, its #296 holding.
  • High Point Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • High Point Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.62K in Q2 2026.
  • 1,745 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.