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Trust Point Inc’s Vanguard 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

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Trust Point Inc reduced its Vanguard 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. 859 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Trust Point Inc held 8,284 shares of Vanguard Mid-Cap ETF worth $667K as of Q2 2026.
  • Trust Point Inc sold 92 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $7.13K.
  • Vanguard 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 Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's Vanguard Mid-Cap ETF position peaked at $1.35M in Q1 2025.
  • 859 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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