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Towerpoint Wealth’s Vanguard 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
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 		$9.56M 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

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Towerpoint Wealth's VO Position: Q2 2026 in Review

Towerpoint Wealth increased its Vanguard Mid-Cap ETF (VO) stake by 0.65% in Q2 2026, buying an estimated $113K and bringing the position to 224,580 shares worth $18.1M. The position accounts for 6.26% of the portfolio, ranked #4.

Towerpoint Wealth first reported a position in VO in Q3 2021 and has held it in 20 quarters since. 1,076 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Towerpoint Wealth held 224,580 shares of Vanguard Mid-Cap ETF worth $18.1M as of Q2 2026.
  • Towerpoint Wealth bought 1,452 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $113K.
  • Vanguard Mid-Cap ETF made up 6.26% of Towerpoint Wealth's portfolio in Q2 2026, its #4 holding.
  • Towerpoint Wealth first reported a position in Vanguard Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.