Keel Point’s Vanguard Morningstar 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 Q2	$691K	Buy	8,572 +180	+2%	+$14K	0.04%	230
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

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

Keel Point's VO Position: Q2 2026 in Review

Keel Point increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.1% in Q2 2026, buying an estimated $14K and bringing the position to 8,572 shares worth $691K. The position accounts for 0.04% of the portfolio, ranked #230.

Keel Point first reported a position in VO in Q2 2024 and has held it in 9 quarters since. The position peaked at $975K in Q4 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Keel Point held 8,572 shares of Vanguard Morningstar Mid-Cap ETF worth $691K as of Q2 2026.
Keel Point bought 180 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $14K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Keel Point's portfolio in Q2 2026, its #230 holding.
Keel Point first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Keel Point's Vanguard Morningstar Mid-Cap ETF position peaked at $975K in Q4 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.