Running Point Capital Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Running Point Capital Advisors’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
2025 Q4	$51.7K	Hold	712	–	–	0.01%	151
2025 Q3	$52.3K	Hold	712	–	–	0.01%	151
2025 Q2	$49.8K	Hold	712	–	–	0.01%	144
2025 Q1	$46K	Hold	712	–	–	0.01%	138
2024 Q4	$47K	Hold	712	–	–	0.02%	125
2024 Q3	$47K	Hold	712	–	–	0.02%	114
2024 Q2	$43.1K	Hold	712	–	–	0.02%	111
2024 Q1	$44.5K	Sell	712 -164	-19%	-$9.69K	0.02%	110
2023 Q4	$50.9K	Hold	876	–	–	0.02%	118
2023 Q3	$45.6K	Hold	876	–	–	0.03%	115
2023 Q2	$48.2K	Hold	876	–	–	0.03%	115
2023 Q1	$46.2K	Buy	876 +712	+434%	+$37.9K	0.03%	110
2022 Q4	$8.36K	Hold	164	–	–	0.01%	194
2022 Q3	$8K	Hold	164	–	–	0.01%	202
2022 Q2	$8K	Hold	164	–	–	0.01%	207
2022 Q1	$10K	Hold	164	–	–	0.01%	201
2021 Q4	$10K	Sell	164 -41,696	-100%	-$2.61M	0.01%	108
2021 Q3	$2.48M	Buy	41,860 +1,164	+3%	+$70.3K	1.1%	26
2021 Q2	$2.42M	Buy	40,696 +12	+0%	+$695	1.1%	25
2021 Q1	$2.25M	Buy	40,684 +3,948	+11%	+$214K	1.24%	23
2020 Q4	$1.9M	Buy	+36,736	New	+$1.78M	1.11%	25

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Running Point Capital Advisors's VO Position: Q4 2025 in Review

Running Point Capital Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q4 2025 at 712 shares worth $51.7K. The position accounts for 0.01% of the portfolio, ranked #151.

Running Point Capital Advisors first reported a position in VO in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.48M in Q3 2021. 2,368 funds tracked by Wall St. Rank hold VO as of Q4 2025.

Running Point Capital Advisors held 712 shares of Vanguard Mid-Cap ETF worth $51.7K as of Q4 2025.
Running Point Capital Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q4 2025.
Vanguard Mid-Cap ETF made up 0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #151 holding.
Running Point Capital Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
Running Point Capital Advisors's Vanguard Mid-Cap ETF position peaked at $2.48M in Q3 2021.
2,368 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.