GIA
VO icon

Gateway Investment Advisers’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Gateway Investment Advisers’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 		$705K Sell
8,989
-1,388
-13% -$113K 0.01% 605
2026
Q2 		$836K Buy
+10,377
New +$804K 0.01% 473
2026
Q1 		– Sell
-4,048
Closed -$294K – 726
2025
Q4 		$294K Buy
+4,048
New +$294K ﹤0.01% 513

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VVP
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
CI
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gateway Investment Advisers's VO Position: Q3 2026 in Review

Gateway Investment Advisers reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 13% in Q3 2026, selling an estimated $113K and leaving 8,989 shares worth $705K. The position accounts for 0.01% of the portfolio, ranked #605.

Gateway Investment Advisers first reported a position in VO in Q4 2025 and has held it in 3 quarters since. The position peaked at $836K in Q2 2026. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Gateway Investment Advisers held 8,989 shares of Vanguard Morningstar Mid-Cap ETF worth $705K as of Q3 2026.
  • Gateway Investment Advisers sold 1,388 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $113K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Gateway Investment Advisers's portfolio in Q3 2026, its #605 holding.
  • Gateway Investment Advisers first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Gateway Investment Advisers's Vanguard Morningstar Mid-Cap ETF position peaked at $836K in Q2 2026.
  • 354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Gateway Investment Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.