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Keel Point’s Vanguard Mid-Cap ETF VO Stock Holding History

Keel Point’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 		$603K Sell
8,392
-5,040
-38% -$374K 0.04% 240
2025
Q4 		$975K Buy
13,432
+1,188
+10% +$86.4K 0.06% 187
2025
Q3 		$899K Buy
12,244
+144
+1% +$10.3K 0.06% 199
2025
Q2 		$846K Hold
12,100
– – 0.06% 205
2025
Q1 		$782K Sell
12,100
-828
-6% -$55.6K 0.06% 175
2024
Q4 		$854K Buy
12,928
+7,060
+120% +$479K 0.07% 160
2024
Q3 		$387K Sell
5,868
-152
-3% -$9.54K 0.03% 288
2024
Q2 		$371K Buy
+6,020
New +$366K 0.03% 289

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

Keel Point's VO Position: Q1 2026 in Review

Keel Point reduced its Vanguard Mid-Cap ETF (VO) stake by 38% in Q1 2026, selling an estimated $374K and leaving 8,392 shares worth $603K. The position accounts for 0.04% of the portfolio, ranked #240.

Keel Point first reported a position in VO in Q2 2024 and has held it in 8 quarters since. The position peaked at $975K in Q4 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Keel Point held 8,392 shares of Vanguard Mid-Cap ETF worth $603K as of Q1 2026.
  • Keel Point sold 5,040 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $374K.
  • Vanguard Mid-Cap ETF made up 0.04% of Keel Point's portfolio in Q1 2026, its #240 holding.
  • Keel Point first reported a position in Vanguard Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • Keel Point's Vanguard Mid-Cap ETF position peaked at $975K in Q4 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.