VisionPoint Advisory Group’s Vanguard Morningstar 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 Q3	$236K	Sell	3,016 -113	-4%	-$9.19K	0.04%	401
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

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

VisionPoint Advisory Group's VO Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.6% in Q3 2026, selling an estimated $9.19K and leaving 3,016 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #401.

VisionPoint Advisory Group first reported a position in VO in Q3 2023 and has held it in 12 quarters since. The position peaked at $260K in Q2 2025. 835 funds tracked by Wall St. Rank hold VO as of Q3 2026.

VisionPoint Advisory Group held 3,016 shares of Vanguard Morningstar Mid-Cap ETF worth $236K as of Q3 2026.
VisionPoint Advisory Group sold 113 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $9.19K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #401 holding.
VisionPoint Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
VisionPoint Advisory Group's Vanguard Morningstar Mid-Cap ETF position peaked at $260K in Q2 2025.
835 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.