Gallagher Capital Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Gallagher Capital Advisors’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	$549K	Buy	+6,816	New	+$528K	0.31%	51
2026 Q1	–	Sell	-7,828	Closed	-$570K	–	75
2025 Q4	$570K	Sell	7,828 -3,396	-30%	-$247K	0.37%	43
2025 Q3	$811K	Buy	11,224 +40	+0.4%	+$2.87K	0.47%	36
2025 Q2	$805K	Sell	11,184 -472	-4%	-$31K	0.65%	34
2025 Q1	$754K	Buy	11,656 +156	+1%	+$10.5K	0.57%	36
2024 Q4	$759K	Buy	+11,500	New	+$781K	0.55%	35

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

Gallagher Capital Advisors's VO Position: Q2 2026 in Review

Gallagher Capital Advisors opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 6,816 shares worth $549K. The stake represents 0.31% of the portfolio and ranks #51 among its holdings. This is a return to the name: Gallagher Capital Advisors previously reported a position in VO as recently as Q4 2025.

Gallagher Capital Advisors first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $811K in Q3 2025. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Gallagher Capital Advisors held 6,816 shares of Vanguard Morningstar Mid-Cap ETF worth $549K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Gallagher Capital Advisors position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.31% of Gallagher Capital Advisors's portfolio in Q2 2026, its #51 holding.
Gallagher Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Gallagher Capital Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $811K in Q3 2025.
2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.