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Galvin Gaustad & Stein’s Vanguard Mid-Cap ETF VO Stock Holding History

Galvin Gaustad & Stein’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
Q1 		$1.09M Buy
15,132
+4
+0% +$297 0.09% 125
2025
Q4 		$1.1M Buy
15,128
+156
+1% +$11.3K 0.09% 117
2025
Q3 		$1.1M Hold
14,972
– – 0.09% 103
2025
Q2 		$1.05M Buy
14,972
+7,460
+99% +$490K 0.09% 100
2025
Q1 		$486K Hold
7,512
– – 0.04% 132
2024
Q4 		$496K Buy
7,512
+156
+2% +$10.6K 0.04% 135
2024
Q3 		$485K Hold
7,356
– – 0.04% 132
2024
Q2 		$445K Sell
7,356
-560
-7% -$34K 0.04% 134
2024
Q1 		$494K Sell
7,916
-396
-5% -$23.4K 0.05% 129
2023
Q4 		$483K Sell
8,312
-60
-0.7% -$3.21K 0.05% 126
2023
Q3 		$436K Sell
8,372
-452
-5% -$24.8K 0.04% 131
2023
Q2 		$486K Sell
8,824
-316
-3% -$16.6K 0.05% 124
2023
Q1 		$482K Sell
9,140
-1,680
-16% -$89.4K 0.05% 118
2022
Q4 		$551K Sell
10,820
-38,776
-78% -$1.98M 0.06% 110
2022
Q3 		$2.33M Sell
49,596
-4,160
-8% -$217K 0.25% 72
2022
Q2 		$2.65M Sell
53,756
-4,288
-7% -$232K 0.27% 70
2022
Q1 		$3.45M Sell
58,044
-1,888
-3% -$111K 0.31% 72
2021
Q4 		$3.82M Buy
59,932
+6,760
+13% +$424K 0.33% 75
2021
Q3 		$3.15M Buy
53,172
+2,116
+4% +$128K 0.3% 74
2021
Q2 		$3.03M Buy
51,056
+14,264
+39% +$827K 0.29% 78
2021
Q1 		$2.04M Buy
36,792
+5,164
+16% +$280K 0.2% 90
2020
Q4 		$1.64M Buy
+31,628
New +$1.53M 0.17% 91

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Galvin Gaustad & Stein's VO Position: Q1 2026 in Review

Galvin Gaustad & Stein increased its Vanguard Mid-Cap ETF (VO) stake by 0.03% in Q1 2026, buying an estimated $297 and bringing the position to 15,132 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #125.

Galvin Gaustad & Stein first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.82M in Q4 2021. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Galvin Gaustad & Stein held 15,132 shares of Vanguard Mid-Cap ETF worth $1.09M as of Q1 2026.
  • Galvin Gaustad & Stein bought 4 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $297.
  • Vanguard Mid-Cap ETF made up 0.09% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #125 holding.
  • Galvin Gaustad & Stein first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Galvin Gaustad & Stein's Vanguard Mid-Cap ETF position peaked at $3.82M in Q4 2021.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.