FL
VO icon

FreeGulliver LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

FreeGulliver LLC’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 		$4.37M Buy
54,239
+1,583
+3% +$123K 1.54% 13
2026
Q1 		$3.78M Buy
52,656
+24
+0% +$1.78K 1.59% 15
2025
Q4 		$3.82M Buy
52,632
+10,776
+26% +$784K 1.41% 13
2025
Q3 		$3.07M Buy
41,856
+2,372
+6% +$170K 1.37% 14
2025
Q2 		$2.76M Buy
39,484
+1,240
+3% +$81.4K 1.26% 12
2025
Q1 		$2.47M Sell
38,244
-1,488
-4% -$99.9K 1.22% 14
2024
Q4 		$2.62M Buy
39,732
+1,760
+5% +$119K 1.25% 16
2024
Q3 		$2.5M Buy
37,972
+4,832
+15% +$303K 1.49% 12
2024
Q2 		$2.01M Buy
33,140
+10,148
+44% +$617K 1.37% 11
2024
Q1 		$1.44M Buy
22,992
+88
+0.4% +$5.2K 1.28% 13
2023
Q4 		$1.33M Buy
+22,904
New +$1.22M 1.77% 12

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

FreeGulliver LLC's VO Position: Q2 2026 in Review

FreeGulliver LLC increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3% in Q2 2026, buying an estimated $123K and bringing the position to 54,239 shares worth $4.37M. The position accounts for 1.54% of the portfolio, ranked #13.

FreeGulliver LLC first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • FreeGulliver LLC held 54,239 shares of Vanguard Morningstar Mid-Cap ETF worth $4.37M as of Q2 2026.
  • FreeGulliver LLC bought 1,583 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $123K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.54% of FreeGulliver LLC's portfolio in Q2 2026, its #13 holding.
  • FreeGulliver LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on FreeGulliver LLC's 13F filing for Q2 2026, filed 11 Aug 2026.