Trust Point Inc
VO icon

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
Q3 		$641K Sell
8,176
-108
-1% -$8.78K 0.05% 208
2026
Q2 		$667K Sell
8,284
-92
-1% -$7.13K 0.06% 175
2026
Q1 		$601K Buy
8,376
+64
+0.8% +$4.76K 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

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LPL Financial
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Trust Point Inc's VO Position: Q3 2026 in Review

Trust Point Inc reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.3% in Q3 2026, selling an estimated $8.78K and leaving 8,176 shares worth $641K. The position accounts for 0.05% of the portfolio, ranked #208.

Trust Point Inc first reported a position in VO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.35M in Q1 2025. 1,850 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Trust Point Inc held 8,176 shares of Vanguard Morningstar Mid-Cap ETF worth $641K as of Q3 2026.
  • Trust Point Inc sold 108 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $8.78K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Trust Point Inc's portfolio in Q3 2026, its #208 holding.
  • Trust Point Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • Trust Point Inc's Vanguard Morningstar Mid-Cap ETF position peaked at $1.35M in Q1 2025.
  • 1,850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Trust Point Inc's 13F filing for Q3 2026, filed 27 Oct 2026.