Waypoint Wealth Counsel’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Waypoint Wealth Counsel’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	$1.74M	Sell	21,539 -2,685	-11%	-$208K	1.09%	16
2026 Q1	$1.74M	Sell	24,224 -736	-3%	-$54.7K	0.9%	14
2025 Q4	$1.81M	Sell	24,960 -116	-0.5%	-$8.44K	0.66%	25
2025 Q3	$1.84M	Sell	25,076 -40	-0.2%	-$2.87K	0.73%	25
2025 Q2	$1.76M	Sell	25,116 -776	-3%	-$50.9K	0.87%	25
2025 Q1	$1.67M	Buy	25,892 +2,824	+12%	+$190K	1.05%	22
2024 Q4	$1.52M	Buy	23,068 +36	+0.2%	+$2.44K	0.99%	24
2024 Q3	$1.52M	Buy	23,032 +40	+0.2%	+$2.51K	1.02%	23
2024 Q2	$1.39M	Buy	22,992 +64	+0.3%	+$3.89K	1.06%	23
2024 Q1	$1.43M	Buy	22,928 +32	+0.1%	+$1.89K	1.1%	23
2023 Q4	$1.33M	Sell	22,896 -5,460	-19%	-$292K	1.13%	22
2023 Q3	$1.48M	Buy	28,356 +32	+0.1%	+$1.75K	1.39%	17
2023 Q2	$1.56M	Buy	28,324 +24	+0.1%	+$1.26K	1.39%	17
2023 Q1	$1.49M	Sell	28,300 -5,716	-17%	-$304K	1.16%	21
2022 Q4	$1.73M	Buy	+34,016	New	+$1.73M	1.4%	20

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

Waypoint Wealth Counsel's VO Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q2 2026, selling an estimated $208K and leaving 21,539 shares worth $1.74M. The position accounts for 1.09% of the portfolio, ranked #16.

Waypoint Wealth Counsel first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.84M in Q3 2025. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Waypoint Wealth Counsel held 21,539 shares of Vanguard Morningstar Mid-Cap ETF worth $1.74M as of Q2 2026.
Waypoint Wealth Counsel sold 2,685 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $208K.
Vanguard Morningstar Mid-Cap ETF made up 1.09% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #16 holding.
Waypoint Wealth Counsel first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Waypoint Wealth Counsel's Vanguard Morningstar Mid-Cap ETF position peaked at $1.84M in Q3 2025.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.