Riverpoint Wealth Management Holdings’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Riverpoint Wealth Management Holdings’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	$56.9M	Buy	706,160 +7,092	+1%	+$550K	10.45%	4
2026 Q1	$50.2M	Buy	699,068 +10,032	+1%	+$745K	10.68%	4
2025 Q4	$50M	Buy	689,036 +15,164	+2%	+$1.1M	10.74%	4
2025 Q3	$49.5M	Buy	673,872 +5,636	+0.8%	+$405K	10.88%	4
2025 Q2	$46.7M	Buy	668,236 +21,688	+3%	+$1.42M	11%	4
2025 Q1	$41.8M	Buy	646,548 +16,728	+3%	+$1.12M	10.8%	4
2024 Q4	$41.6M	Sell	629,820 -5,896	-0.9%	-$400K	10.85%	2
2024 Q3	$41.9M	Buy	635,716 +3,532	+0.6%	+$222K	10.75%	4
2024 Q2	$38.3M	Sell	632,184 -372	-0.1%	-$22.6K	10.62%	4
2024 Q1	$39.5M	Buy	632,556 +1,588	+0.3%	+$93.8K	10.99%	4
2023 Q4	$36.7M	Buy	630,968 +5,488	+0.9%	+$293K	10.8%	4
2023 Q3	$32.6M	Buy	625,480 +5,576	+0.9%	+$306K	10.74%	4
2023 Q2	$34.1M	Buy	619,904 +7,384	+1%	+$387K	10.82%	4
2023 Q1	$32.3M	Buy	612,520 +18,736	+3%	+$997K	11.15%	4
2022 Q4	$30.3M	Buy	593,784 +7,948	+1%	+$405K	11.18%	4
2022 Q3	$27.5M	Buy	585,836 +7,600	+1%	+$397K	11.71%	3
2022 Q2	$28.5M	Buy	578,236 +8,580	+2%	+$464K	11.46%	3
2022 Q1	$33.9M	Buy	569,656 +27,796	+5%	+$1.63M	11.73%	3
2021 Q4	$34.5M	Sell	541,860 -29,336	-5%	-$1.84M	11.71%	2
2021 Q3	$33.8M	Sell	571,196 -125,628	-18%	-$7.59M	11.87%	2
2021 Q2	$41.3M	Buy	696,824 +4,296	+0.6%	+$249K	11.43%	2
2021 Q1	$38.3M	Sell	692,528 -17,616	-2%	-$956K	11.58%	2
2020 Q4	$36.7M	Sell	710,144 -68	-0%	-$3.29K	11.6%	2
2020 Q3	$31.3M	Buy	710,212 +9,432	+1%	+$411K	11.37%	2
2020 Q2	$28.7M	Buy	700,780 +32,156	+5%	+$1.23M	11.21%	2
2020 Q1	$22M	Sell	668,624 -74,528	-10%	-$3.09M	10.75%	3
2019 Q4	$33.1M	Buy	743,152 +19,752	+3%	+$848K	13.14%	3
2019 Q3	$30.3M	Buy	723,400 +4,316	+0.6%	+$180K	13.4%	3
2019 Q2	$30.1M	Buy	719,084 +16,900	+2%	+$692K	13.7%	3
2019 Q1	$28.2M	Buy	702,184 +68,996	+11%	+$2.65M	13.62%	3
2018 Q4	$21.9M	Sell	633,188 -19,528	-3%	-$733K	12.14%	3
2018 Q3	$26.8M	Buy	652,716 +43,652	+7%	+$1.78M	13.66%	3
2018 Q2	$24M	Buy	609,064 +45,748	+8%	+$1.8M	13.34%	3
2018 Q1	$21.7M	Buy	563,316 +24,492	+5%	+$964K	13.13%	3
2017 Q4	$20.9M	Buy	538,824 +12,284	+2%	+$464K	13.01%	3
2017 Q3	$19.5M	Buy	526,540 +12,000	+2%	+$433K	12.81%	3
2017 Q2	$18.4M	Buy	514,540 +14,428	+3%	+$510K	12.92%	3
2017 Q1	$17.2M	Buy	500,112 +4,256	+0.9%	+$146K	13.05%	3
2016 Q4	$16.7M	Buy	+495,856	New	+$16.1M	13.52%	2

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Riverpoint Wealth Management Holdings's VO Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1% in Q2 2026, buying an estimated $550K and bringing the position to 706,160 shares worth $56.9M. The position accounts for 10.45% of the portfolio, ranked #4.

Riverpoint Wealth Management Holdings first reported a position in VO in Q4 2016 and has held it in 39 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Riverpoint Wealth Management Holdings held 706,160 shares of Vanguard Morningstar Mid-Cap ETF worth $56.9M as of Q2 2026.
Riverpoint Wealth Management Holdings bought 7,092 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $550K.
Vanguard Morningstar Mid-Cap ETF made up 10.45% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #4 holding.
Riverpoint Wealth Management Holdings first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.