Whalerock Point Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Whalerock Point Partners’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	$388K	Sell	4,820 -200	-4%	-$15.5K	0.07%	151
2026 Q1	$360K	Hold	5,020	–	–	0.07%	146
2025 Q4	$364K	Hold	5,020	–	–	0.07%	140
2025 Q3	$369K	Hold	5,020	–	–	0.07%	128
2025 Q2	$351K	Hold	5,020	–	–	0.08%	133
2025 Q1	$325K	Hold	5,020	–	–	0.08%	140
2024 Q4	$331K	Hold	5,020	–	–	0.08%	137
2024 Q3	$331K	Hold	5,020	–	–	0.08%	136
2024 Q2	$304K	Hold	5,020	–	–	0.08%	126
2024 Q1	$314K	Hold	5,020	–	–	0.09%	137
2023 Q4	$292K	Hold	5,020	–	–	0.09%	130
2023 Q3	$261K	Hold	5,020	–	–	0.09%	127
2023 Q2	$276K	Hold	5,020	–	–	0.09%	123
2023 Q1	$265K	Hold	5,020	–	–	0.1%	121
2022 Q4	$256K	Buy	+5,020	New	+$256K	0.1%	117
2017 Q1	–	Sell	-16,288	Closed	-$536K	–	155
2016 Q4	$536K	Buy	16,288 +800	+5%	+$25.9K	0.21%	76
2016 Q3	$501K	Buy	+15,488	New	+$497K	0.21%	84
2016 Q1	$633K	Buy	+20,888	New	+$591K	0.27%	66
2015 Q4	–	Sell	-9,728	Closed	-$283K	–	156
2015 Q3	$283K	Sell	9,728 -80	-0.8%	-$2.49K	0.12%	127
2015 Q2	$312K	Buy	+9,808	New	+$318K	0.13%	115
2015 Q1	–	Sell	-7,200	Closed	-$222K	–	153
2014 Q4	$222K	Buy	+7,200	New	+$217K	0.09%	131

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

Whalerock Point Partners's VO Position: Q2 2026 in Review

Whalerock Point Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4% in Q2 2026, selling an estimated $15.5K and leaving 4,820 shares worth $388K. The position accounts for 0.07% of the portfolio, ranked #151.

Whalerock Point Partners first reported a position in VO in Q4 2014 and has held it in 21 quarters since. The position peaked at $633K in Q1 2016. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Whalerock Point Partners held 4,820 shares of Vanguard Morningstar Mid-Cap ETF worth $388K as of Q2 2026.
Whalerock Point Partners sold 200 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $15.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Whalerock Point Partners's portfolio in Q2 2026, its #151 holding.
Whalerock Point Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and has held it in 21 quarters since.
Whalerock Point Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $633K in Q1 2016.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Whalerock Point Partners's 13F filing for Q2 2026, filed 13 Aug 2026.