VAG
VO icon

VisionPoint Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History

VisionPoint Advisory Group’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 		$252K Sell
3,129
-119
-4% -$9.23K 0.04% 404
2026
Q1 		$233K Sell
3,248
-340
-9% -$25.3K 0.04% 396
2025
Q4 		$260K Buy
3,588
+120
+3% +$8.73K 0.05% 327
2025
Q3 		$255K Sell
3,468
-256
-7% -$18.4K 0.05% 331
2025
Q2 		$260K Buy
+3,724
New +$244K 0.06% 298
2025
Q1 		– Sell
-2,968
Closed -$196K – 311
2024
Q4 		$196K Buy
2,968
+24
+0.8% +$1.63K 0.07% 184
2024
Q3 		$194K Buy
2,944
+128
+5% +$8.04K 0.07% 176
2024
Q2 		$170K Buy
2,816
+372
+15% +$22.6K 0.06% 174
2024
Q1 		$153K Buy
2,444
+244
+11% +$14.4K 0.06% 183
2023
Q4 		$128K Buy
2,200
+348
+19% +$18.6K 0.05% 172
2023
Q3 		$96.4K Buy
+1,852
New +$102K 0.04% 196

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
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
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

VisionPoint Advisory Group's VO Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Mid-Cap ETF (VO) stake by 3.7% in Q2 2026, selling an estimated $9.23K and leaving 3,129 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #404.

VisionPoint Advisory Group first reported a position in VO in Q3 2023 and has held it in 11 quarters since. The position peaked at $260K in Q2 2025. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • VisionPoint Advisory Group held 3,129 shares of Vanguard Mid-Cap ETF worth $252K as of Q2 2026.
  • VisionPoint Advisory Group sold 119 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $9.23K.
  • Vanguard Mid-Cap ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #404 holding.
  • VisionPoint Advisory Group first reported a position in Vanguard Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • VisionPoint Advisory Group's Vanguard Mid-Cap ETF position peaked at $260K in Q2 2025.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.