Garden State Investment Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Garden State Investment Advisory Services’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	$2.81M	Sell	39,148 -12	-0%	-$892	0.62%	45
2025 Q4	$2.84M	Sell	39,160 -92	-0.2%	-$6.69K	0.63%	42
2025 Q3	$2.88M	Hold	39,252	–	–	0.64%	41
2025 Q2	$2.75M	Buy	39,252 +6,920	+21%	+$454K	0.69%	36
2025 Q1	$2.09M	Buy	32,332 +11,760	+57%	+$789K	0.67%	42
2024 Q4	$1.36M	Hold	20,572	–	–	0.4%	57
2024 Q3	$1.36M	Sell	20,572 -316	-2%	-$19.8K	0.44%	49
2024 Q2	$1.26M	Hold	20,888	–	–	0.44%	51
2024 Q1	$1.3M	Hold	20,888	–	–	0.47%	47
2023 Q4	$1.21M	Sell	20,888 -268	-1%	-$14.3K	0.48%	46
2023 Q3	$1.1M	Hold	21,156	–	–	0.51%	42
2023 Q2	$1.16M	Hold	21,156	–	–	0.46%	41
2023 Q1	$1.12M	Buy	21,156 +1,856	+10%	+$98.7K	0.48%	40
2022 Q4	$983K	Buy	+19,300	New	+$983K	0.58%	37

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Garden State Investment Advisory Services's VO Position: Q1 2026 in Review

Garden State Investment Advisory Services reduced its Vanguard Mid-Cap ETF (VO) stake by 0.03% in Q1 2026, selling an estimated $892 and leaving 39,148 shares worth $2.81M. The position accounts for 0.62% of the portfolio, ranked #45.

Garden State Investment Advisory Services first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.88M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Garden State Investment Advisory Services held 39,148 shares of Vanguard Mid-Cap ETF worth $2.81M as of Q1 2026.
Garden State Investment Advisory Services sold 12 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $892.
Vanguard Mid-Cap ETF made up 0.62% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #45 holding.
Garden State Investment Advisory Services first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Garden State Investment Advisory Services's Vanguard Mid-Cap ETF position peaked at $2.88M in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.