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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

VisionPoint Advisory Group reduced its Vanguard Morningstar 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. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

VisionPoint Advisory Group held 3,129 shares of Vanguard Morningstar Mid-Cap ETF worth $252K as of Q2 2026.
VisionPoint Advisory Group sold 119 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $9.23K.
Vanguard Morningstar 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 Morningstar Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
VisionPoint Advisory Group's Vanguard Morningstar Mid-Cap ETF position peaked at $260K in Q2 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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