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Single Point Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Single Point 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
2026
Q2 		$19.8M Sell
246,038
-7,454
-3% -$578K 3.49% 7
2026
Q1 		$18.2M Sell
253,492
-1,052
-0.4% -$78.2K 3.62% 7
2025
Q4 		$18.5M Sell
254,544
-2,244
-0.9% -$163K 3.65% 7
2025
Q3 		$18.9M Buy
256,788
+348
+0.1% +$25K 3.83% 6
2025
Q2 		$18M Buy
256,440
+19,404
+8% +$1.27M 3.94% 6
2025
Q1 		$15.3M Buy
237,036
+6,924
+3% +$465K 3.6% 7
2024
Q4 		$15.2M Buy
+230,112
New +$15.6M 3.5% 7
2024
Q2 		– Sell
-252,164
Closed -$15.8M – 72
2024
Q1 		$15.8M Sell
252,164
-2,412
-0.9% -$143K 3.66% 6
2023
Q4 		$14.8M Sell
254,576
-34,512
-12% -$1.84M 3.69% 6
2023
Q3 		$15.1M Buy
+289,088
New +$15.9M 3.95% 6
2023
Q2 		– Sell
-325,632
Closed -$17.2M – 158
2023
Q1 		$17.2M Buy
325,632
+32,064
+11% +$1.71M 3.75% 6
2022
Q4 		$15M Buy
293,568
+32,932
+13% +$1.68M 3.6% 6
2022
Q3 		$12.2M Sell
260,636
-42,392
-14% -$2.22M 3.36% 7
2022
Q2 		$14.9M Buy
303,028
+24,624
+9% +$1.33M 4.07% 5
2022
Q1 		$16.6M Buy
278,404
+10,228
+4% +$600K 4.22% 5
2021
Q4 		$17.1M Buy
+268,176
New +$16.8M 4.58% 5
2021
Q2 		– Sell
-216,292
Closed -$12.1M – 94
2021
Q1 		$12.1M Buy
216,292
+46,096
+27% +$2.5M 4.44% 6
2020
Q4 		$8.8M Buy
170,196
+4,644
+3% +$225K 3.96% 7
2020
Q3 		$7.29M Buy
165,552
+624
+0.4% +$27.2K 3.88% 7
2020
Q2 		$6.76M Buy
164,928
+18,324
+12% +$702K 3.93% 6
2020
Q1 		$4.83M Buy
146,604
+78,364
+115% +$3.25M 3.34% 7
2019
Q4 		$3.04M Buy
+68,240
New +$2.93M 1.84% 12

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Single Point Partners's VO Position: Q2 2026 in Review

Single Point Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.9% in Q2 2026, selling an estimated $578K and leaving 246,038 shares worth $19.8M. The position accounts for 3.49% of the portfolio, ranked #7.

Single Point Partners first reported a position in VO in Q4 2019 and has held it in 22 quarters since. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Single Point Partners held 246,038 shares of Vanguard Morningstar Mid-Cap ETF worth $19.8M as of Q2 2026.
  • Single Point Partners sold 7,454 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $578K.
  • Vanguard Morningstar Mid-Cap ETF made up 3.49% of Single Point Partners's portfolio in Q2 2026, its #7 holding.
  • Single Point Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • 1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.