Spirepoint Private Client’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Spirepoint Private Client’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	$264K	Buy	3,280 +448	+16%	+$34.7K	0.02%	293
2026 Q1	$203K	Hold	2,832	–	–	0.02%	311
2025 Q4	$205K	Hold	2,832	–	–	0.02%	298
2025 Q3	$208K	Buy	+2,832	New	+$203K	0.02%	270
2025 Q2	–	Sell	-3,216	Closed	-$208K	–	238
2025 Q1	$208K	Buy	+3,216	New	+$216K	0.03%	208

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Spirepoint Private Client's VO Position: Q2 2026 in Review

Spirepoint Private Client increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 16% in Q2 2026, buying an estimated $34.7K and bringing the position to 3,280 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #293.

Spirepoint Private Client first reported a position in VO in Q1 2025 and has held it in 5 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Spirepoint Private Client held 3,280 shares of Vanguard Morningstar Mid-Cap ETF worth $264K as of Q2 2026.
Spirepoint Private Client bought 448 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $34.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Spirepoint Private Client's portfolio in Q2 2026, its #293 holding.
Spirepoint Private Client first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.