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Garton & Associates Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-1,920
Closed -$139K – 681
2025
Q4 		$139K Buy
+1,920
New +$140K 0.08% 177

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Garton & Associates Financial Advisors's VO Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 1,920 shares — an estimated $139K sold.

Garton & Associates Financial Advisors first reported a position in VO in Q4 2025 and held it in 1 quarter. The position peaked at $139K in Q4 2025. 2,394 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,920 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $139K.
  • Garton & Associates Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $139K in Q4 2025.
  • 2,394 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.