Towerpoint Wealth
VO icon

Towerpoint Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Towerpoint Wealth’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
Q3 		$17.5M Sell
223,480
-1,100
-0.5% -$89.5K 6.16% 4
2026
Q2 		$18.1M Buy
224,580
+1,452
+0.7% +$113K 6.26% 4
2026
Q1 		$16M Buy
223,128
+2,560
+1% +$190K 6.46% 4
2025
Q4 		$16M Buy
220,568
+12,012
+6% +$874K 6.34% 4
2025
Q3 		$15.3M Buy
208,556
+8,228
+4% +$591K 6.27% 3
2025
Q2 		$14M Sell
200,328
-14,796
-7% -$971K 6.21% 5
2025
Q1 		$13.9M Buy
215,124
+30,816
+17% +$2.07M 6.89% 4
2024
Q4 		$12.2M Buy
184,308
+39,392
+27% +$2.67M 5.96% 4
2024
Q3 		$9.6M Buy
144,916
+7,376
+5% +$463K 4.53% 5
2024
Q2 		$8.32M Sell
137,540
-1,276
-0.9% -$77.5K 4.16% 6
2024
Q1 		$8.67M Buy
138,816
+3,836
+3% +$227K 4.36% 5
2023
Q4 		$7.85M Buy
134,980
+4,556
+3% +$243K 4.28% 6
2023
Q3 		$6.79M Buy
130,424
+9,460
+8% +$519K 4.03% 6
2023
Q2 		$6.66M Buy
120,964
+6,120
+5% +$321K 3.75% 6
2023
Q1 		$6.06M Buy
114,844
+11,864
+12% +$631K 3.47% 7
2022
Q4 		$5.25M Buy
102,980
+31,396
+44% +$1.6M 3.03% 7
2022
Q3 		$3.36M Buy
71,584
+12,812
+22% +$670K 2.03% 13
2022
Q2 		$2.89M Buy
58,772
+6,540
+13% +$353K 1.73% 15
2022
Q1 		$3.11M Buy
52,232
+332
+0.6% +$19.5K 1.54% 19
2021
Q4 		$3.31M Buy
51,900
+28,256
+120% +$1.77M 1.56% 18
2021
Q3 		$1.4M Buy
+23,644
New +$1.43M 0.7% 28

Other funds holding VO

Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Towerpoint Wealth's VO Position: Q3 2026 in Review

Towerpoint Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.49% in Q3 2026, selling an estimated $89.5K and leaving 223,480 shares worth $17.5M. The position accounts for 6.16% of the portfolio, ranked #4.

Towerpoint Wealth first reported a position in VO in Q3 2021 and has held it in 21 quarters since. The position peaked at $18.1M in Q2 2026. 1,230 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Towerpoint Wealth held 223,480 shares of Vanguard Morningstar Mid-Cap ETF worth $17.5M as of Q3 2026.
  • Towerpoint Wealth sold 1,100 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $89.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 6.16% of Towerpoint Wealth's portfolio in Q3 2026, its #4 holding.
  • Towerpoint Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 21 quarters since.
  • Towerpoint Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $18.1M in Q2 2026.
  • 1,230 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.