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NavPoint Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

NavPoint Financial’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 		– Sell
-3,084
Closed -$224K – 74
2025
Q4 		$224K Buy
3,084
+24
+0.8% +$1.75K 0.1% 69
2025
Q3 		$225K Buy
3,060
+12
+0.4% +$862 0.12% 62
2025
Q2 		$213K Buy
+3,048
New +$200K 0.13% 60
2025
Q1 		– Sell
-3,036
Closed -$200K – 57
2024
Q4 		$200K Buy
+3,036
New +$206K 0.16% 48

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 $424B AUM 22.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NavPoint Financial's VO Position: Q1 2026 in Review

NavPoint Financial sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 3,084 shares — an estimated $224K sold.

NavPoint Financial first reported a position in VO in Q4 2024 and held it in 4 quarters. The position peaked at $225K in Q3 2025. 2,390 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • NavPoint Financial reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • NavPoint Financial sold 3,084 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $224K.
  • NavPoint Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and held it in 4 quarters.
  • NavPoint Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $225K in Q3 2025.
  • 2,390 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on NavPoint Financial's 13F filing for Q1 2026, filed 24 Apr 2026.