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Trust Point Inc’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Trust Point Inc’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 		$667K Sell
8,284
-92
-1% -$7.13K 0.06% 175
2026
Q1 		$601K Buy
8,376
+64
+0.8% +$4.75K 0.05% 208
2025
Q4 		$603K Sell
8,312
-760
-8% -$55.3K 0.05% 189
2025
Q3 		$666K Buy
9,072
+52
+0.6% +$3.73K 0.05% 167
2025
Q2 		$631K Sell
9,020
-11,808
-57% -$775K 0.06% 147
2025
Q1 		$1.35M Buy
20,828
+4,972
+31% +$334K 0.12% 87
2024
Q4 		$1.05M Sell
15,856
-40
-0.3% -$2.72K 0.07% 145
2024
Q3 		$1.05M Sell
15,896
-4,112
-21% -$258K 0.08% 153
2024
Q2 		$1.21M Hold
20,008
– – 0.1% 115
2024
Q1 		$1.25M Sell
20,008
-260
-1% -$15.4K 0.1% 121
2023
Q4 		$1.18M Buy
+20,268
New +$1.08M 0.1% 112

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Trust Point Inc's VO Position: Q2 2026 in Review

Trust Point Inc reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q2 2026, selling an estimated $7.13K and leaving 8,284 shares worth $667K. The position accounts for 0.06% of the portfolio, ranked #175.

Trust Point Inc first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q1 2025. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Trust Point Inc held 8,284 shares of Vanguard Morningstar Mid-Cap ETF worth $667K as of Q2 2026.
  • Trust Point Inc sold 92 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.13K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Trust Point Inc's portfolio in Q2 2026, its #175 holding.
  • Trust Point Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's Vanguard Morningstar Mid-Cap ETF position peaked at $1.35M in Q1 2025.
  • 2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.