Truepoint Inc’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.53M | Sell |
21,296
-532
| -2% | -$39.5K | 0.03% | 64 |
|
|
2025
Q4 | $1.58M | Buy |
21,828
+516
| +2% | +$37.5K | 0.04% | 64 |
|
|
2025
Q3 | $1.57M | Sell |
21,312
-604
| -3% | -$43.4K | 0.04% | 63 |
|
|
2025
Q2 | $1.53M | Sell |
21,916
-4
| -0% | -$263 | 0.04% | 61 |
|
|
2025
Q1 | $1.42M | Sell |
21,920
-256
| -1% | -$17.2K | 0.04% | 61 |
|
|
2024
Q4 | $1.46M | Sell |
22,176
-1,420
| -6% | -$96.4K | 0.04% | 58 |
|
|
2024
Q3 | $1.56M | Buy |
23,596
+624
| +3% | +$39.2K | 0.04% | 51 |
|
|
2024
Q2 | $1.39M | Buy |
22,972
+136
| +0.6% | +$8.27K | 0.04% | 51 |
|
|
2024
Q1 | $1.43M | Sell |
22,836
-18,028
| -44% | -$1.07M | 0.04% | 51 |
|
|
2023
Q4 | $2.38M | Buy |
40,864
+1,216
| +3% | +$65K | 0.07% | 52 |
|
|
2023
Q3 | $2.06M | Sell |
39,648
-692
| -2% | -$38K | 0.07% | 55 |
|
|
2023
Q2 | $2.22M | Buy |
40,340
+84
| +0.2% | +$4.4K | 0.07% | 46 |
|
|
2023
Q1 | $2.12M | Sell |
40,256
-24
| -0.1% | -$1.28K | 0.07% | 45 |
|
|
2022
Q4 | $2.05M | Buy |
40,280
+1,228
| +3% | +$62.6K | 0.07% | 48 |
|
|
2022
Q3 | $1.83M | Sell |
39,052
-436
| -1% | -$22.8K | 0.09% | 47 |
|
|
2022
Q2 | $1.94M | Sell |
39,488
-32
| -0.1% | -$1.73K | 0.1% | 44 |
|
|
2022
Q1 | $2.35M | Buy |
39,520
+1,968
| +5% | +$115K | 0.11% | 37 |
|
|
2021
Q4 | $2.39M | Buy |
37,552
+456
| +1% | +$28.6K | 0.11% | 36 |
|
|
2021
Q3 | $2.2M | Sell |
37,096
-636
| -2% | -$38.4K | 0.11% | 36 |
|
|
2021
Q2 | $2.24M | Buy |
37,732
+20,900
| +124% | +$1.21M | 0.12% | 35 |
|
|
2021
Q1 | $931K | Sell |
16,832
-312
| -2% | -$16.9K | 0.06% | 50 |
|
|
2020
Q4 | $886K | Buy |
+17,144
| New | +$830K | 0.06% | 48 |
|
|
2020
Q1 | – | Sell |
-18,664
| Closed | -$831K | – | 110 |
|
|
2019
Q4 | $831K | Hold |
18,664
| – | – | 0.06% | 48 |
|
|
2019
Q3 | $782K | Sell |
18,664
-160
| -0.8% | -$6.69K | 0.07% | 44 |
|
|
2019
Q2 | $787K | Sell |
18,824
-1,416
| -7% | -$57.9K | 0.06% | 48 |
|
|
2019
Q1 | $813K | Buy |
20,240
+1,836
| +10% | +$70.6K | 0.07% | 44 |
|
|
2018
Q4 | $636K | Sell |
18,404
-20
| -0.1% | -$751 | 0.06% | 45 |
|
|
2018
Q3 | $756K | Sell |
18,424
-1,444
| -7% | -$58.9K | 0.07% | 41 |
|
|
2018
Q2 | $783K | Buy |
19,868
+16,804
| +548% | +$660K | 0.07% | 40 |
|
|
2018
Q1 | $4.97K | Sell |
3,064
-18,072
| -86% | -$712K | 0.04% | 57 |
|
|
2017
Q4 | $818K | Sell |
21,136
-20,548
| -49% | -$776K | 0.08% | 36 |
|
|
2017
Q3 | $1.53M | Buy |
41,684
+29,076
| +231% | +$1.05M | 0.15% | 23 |
|
|
2017
Q2 | $456K | Buy |
12,608
+6,200
| +97% | +$219K | 0.05% | 61 |
|
|
2017
Q1 | $223K | Hold |
6,408
| – | – | 0.02% | 89 |
|
|
2016
Q4 | $219K | Hold |
6,408
| – | – | 0.02% | 84 |
|
|
2016
Q3 | $207K | Buy |
+6,408
| New | +$206K | 0.03% | 72 |
|
Other funds holding VO
Truepoint Inc's VO Position: Q1 2026 in Review
Truepoint Inc reduced its Vanguard Mid-Cap ETF (VO) stake by 2.4% in Q1 2026, selling an estimated $39.5K and leaving 21,296 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #64.
Truepoint Inc first reported a position in VO in Q3 2016 and has held it in 36 quarters since. The position peaked at $2.39M in Q4 2021. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Truepoint Inc held 21,296 shares of Vanguard Mid-Cap ETF worth $1.53M as of Q1 2026.
- Truepoint Inc sold 532 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $39.5K.
- Vanguard Mid-Cap ETF made up 0.03% of Truepoint Inc's portfolio in Q1 2026, its #64 holding.
- Truepoint Inc first reported a position in Vanguard Mid-Cap ETF in Q3 2016 and has held it in 36 quarters since.
- Truepoint Inc's Vanguard Mid-Cap ETF position peaked at $2.39M in Q4 2021.
- 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.