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Galvin Gaustad & Stein’s Vanguard Morningstar 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
Q3 		$814K Sell
10,377
-409
-4% -$33.3K 0.06% 143
2026
Q2 		$869K Sell
10,786
-4,346
-29% -$337K 0.06% 146
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

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

Galvin Gaustad & Stein's VO Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.8% in Q3 2026, selling an estimated $33.3K and leaving 10,377 shares worth $814K. The position accounts for 0.06% of the portfolio, ranked #143.

Galvin Gaustad & Stein first reported a position in VO in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.82M in Q4 2021. 388 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Galvin Gaustad & Stein held 10,377 shares of Vanguard Morningstar Mid-Cap ETF worth $814K as of Q3 2026.
  • Galvin Gaustad & Stein sold 409 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $33.3K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #143 holding.
  • Galvin Gaustad & Stein first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Galvin Gaustad & Stein's Vanguard Morningstar Mid-Cap ETF position peaked at $3.82M in Q4 2021.
  • 388 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.