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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Viewpoint Capital Management's VO Position: Q2 2026 in Review

Viewpoint Capital Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 36 shares — an estimated $2.58K sold.

Viewpoint Capital Management first reported a position in VO in Q4 2021 and held it in 18 quarters. The position peaked at $2.64K in Q3 2025. 1,470 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Viewpoint Capital Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Viewpoint Capital Management sold 36 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.58K.
Viewpoint Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and held it in 18 quarters.
Viewpoint Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $2.64K in Q3 2025.
1,470 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.