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North Point Portfolio Managers’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

North Point Portfolio Managers’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 		$58K Buy
+740
New +$60.2K 0.01% 125

Other funds holding VO

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

North Point Portfolio Managers's VO Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026: 740 shares worth $58K. The stake represents 0.01% of the portfolio and ranks #125 among its holdings.

402 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • North Point Portfolio Managers held 740 shares of Vanguard Morningstar Mid-Cap ETF worth $58K as of Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new North Point Portfolio Managers position in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of North Point Portfolio Managers's portfolio in Q3 2026, its #125 holding.
  • 402 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.