Garden State Investment Advisory Services’s Vanguard Morningstar 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 Q2	$3.15M	Sell	39,143 -5	-0%	-$388	0.57%	50
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

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 22.9% 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

Garden State Investment Advisory Services's VO Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.01% in Q2 2026, selling an estimated $388 and leaving 39,143 shares worth $3.15M. The position accounts for 0.57% of the portfolio, ranked #50.

Garden State Investment Advisory Services first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Garden State Investment Advisory Services held 39,143 shares of Vanguard Morningstar Mid-Cap ETF worth $3.15M as of Q2 2026.
Garden State Investment Advisory Services sold 5 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $388.
Vanguard Morningstar Mid-Cap ETF made up 0.57% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #50 holding.
Garden State Investment Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.