Viewpoint Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Viewpoint Capital Management’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	$2.82K	Buy	+36	New	+$2.93K	﹤0.01%	131
2026 Q2	–	Sell	-36	Closed	-$2.58K	–	138
2026 Q1	$2.58K	Hold	36	–	–	﹤0.01%	130
2025 Q4	$2.61K	Hold	36	–	–	﹤0.01%	130
2025 Q3	$2.64K	Hold	36	–	–	﹤0.01%	145
2025 Q2	$2.52K	Hold	36	–	–	﹤0.01%	132
2025 Q1	$2.33K	Hold	36	–	–	﹤0.01%	137
2024 Q4	$2.38K	Hold	36	–	–	﹤0.01%	133
2024 Q3	$2.37K	Hold	36	–	–	﹤0.01%	135
2024 Q2	$2.18K	Hold	36	–	–	﹤0.01%	136
2024 Q1	$2.25K	Hold	36	–	–	﹤0.01%	131
2023 Q4	$2.09K	Hold	36	–	–	﹤0.01%	128
2023 Q3	$1.87K	Hold	36	–	–	﹤0.01%	123
2023 Q2	$1.98K	Hold	36	–	–	﹤0.01%	122
2023 Q1	$1.9K	Hold	36	–	–	﹤0.01%	114
2022 Q4	$1.83K	Hold	36	–	–	﹤0.01%	113
2022 Q3	$2K	Hold	36	–	–	﹤0.01%	109
2022 Q2	$2K	Hold	36	–	–	﹤0.01%	115
2022 Q1	$2K	Hold	36	–	–	﹤0.01%	115
2021 Q4	$2K	Buy	+36	New	+$2.26K	﹤0.01%	119

Other funds holding VO

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Viewpoint Capital Management's VO Position: Q3 2026 in Review

Viewpoint Capital Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026: 36 shares worth $2.82K. The stake represents ﹤0.01% of the portfolio and ranks #131 among its holdings. This is a return to the name: Viewpoint Capital Management previously reported a position in VO as recently as Q1 2026.

Viewpoint Capital Management first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,059 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Viewpoint Capital Management held 36 shares of Vanguard Morningstar Mid-Cap ETF worth $2.82K as of Q3 2026.
Vanguard Morningstar Mid-Cap ETF was a new Viewpoint Capital Management position in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Viewpoint Capital Management's portfolio in Q3 2026, its #131 holding.
Viewpoint Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,059 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Viewpoint Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.