SCP
VO icon

Shorepoint Capital Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Shorepoint Capital Partners’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
Q3 		$4.93M Buy
+67,092
New +$4.82M 0.98% 38
2025
Q1 		$4.43M Sell
68,500
-1,152
-2% -$77.3K 1% 39
2024
Q4 		$4.6M Sell
69,652
-728
-1% -$49.4K 1.05% 34
2024
Q3 		$4.64M Sell
70,380
-408
-0.6% -$25.6K 1.06% 35
2024
Q2 		$4.28M Sell
70,788
-1,076
-1% -$65.4K 1.01% 38
2024
Q1 		$4.49M Sell
71,864
-1,344
-2% -$79.4K 1.1% 37
2023
Q4 		$4.26M Sell
73,208
-2,088
-3% -$112K 1.14% 33
2023
Q3 		$3.92M Sell
75,296
-84
-0.1% -$4.61K 1.15% 33
2023
Q2 		$4.15M Sell
75,380
-1,416
-2% -$74.2K 1.17% 32
2023
Q1 		$4.05M Sell
76,796
-680
-0.9% -$36.2K 1.16% 33
2022
Q4 		$3.95M Sell
77,476
-3,164
-4% -$161K 1.1% 34
2022
Q3 		$3.79M Sell
80,640
-1,132
-1% -$59.2K 1.81% 21
2022
Q2 		$4.03M Buy
81,772
+3,356
+4% +$181K 1.7% 18
2022
Q1 		$4.66M Buy
78,416
+7,112
+10% +$417K 1.95% 16
2021
Q4 		$4.54M Sell
71,304
-3,812
-5% -$239K 1.84% 18
2021
Q3 		$4.45M Buy
+75,116
New +$4.54M 2% 16
2021
Q1 		$4.04M Buy
73,032
+844
+1% +$45.8K 2.16% 13
2020
Q4 		$3.73M Buy
72,188
+140
+0.2% +$6.78K 2.07% 13
2020
Q3 		$3.17M Sell
72,048
-3,440
-5% -$150K 1.97% 16
2020
Q2 		$3.09M Buy
75,488
+5,588
+8% +$214K 2.02% 15
2020
Q1 		$2.3M Buy
+69,900
New +$2.89M 1.85% 17

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Shorepoint Capital Partners's VO Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Vanguard Mid-Cap ETF (VO) in Q3 2025: 67,092 shares worth $4.93M. The stake represents 0.98% of the portfolio and ranks #38 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in VO as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in VO in Q1 2020 and has held it in 21 quarters since. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Shorepoint Capital Partners held 67,092 shares of Vanguard Mid-Cap ETF worth $4.93M as of Q3 2025.
  • Vanguard Mid-Cap ETF was a new Shorepoint Capital Partners position in Q3 2025.
  • Vanguard Mid-Cap ETF made up 0.98% of Shorepoint Capital Partners's portfolio in Q3 2025, its #38 holding.
  • Shorepoint Capital Partners first reported a position in Vanguard Mid-Cap ETF in Q1 2020 and has held it in 21 quarters since.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.