Gateway Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Gateway Wealth Partners’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	$7.56M	Sell	93,854 -71,218	-43%	-$5.52M	0.45%	59
2026 Q1	$11.9M	Buy	165,072 +160,108	+3,225%	+$11.9M	0.46%	52
2025 Q4	$360K	Buy	4,964 +1,368	+38%	+$99.5K	0.04%	327
2025 Q3	$264K	Buy	+3,596	New	+$258K	0.04%	347
2023 Q4	–	Sell	-49,356	Closed	-$2.57M	–	285
2023 Q3	$2.57M	Buy	49,356 +4,496	+10%	+$247K	0.46%	46
2023 Q2	$2.47M	Buy	44,860 +6,044	+16%	+$317K	0.44%	51
2023 Q1	$2.05M	Buy	38,816 +4,732	+14%	+$252K	0.31%	54
2022 Q4	$1.74M	Buy	+34,084	New	+$1.74M	0.3%	50

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 22.96% 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

Gateway Wealth Partners's VO Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 43% in Q2 2026, selling an estimated $5.52M and leaving 93,854 shares worth $7.56M. The position accounts for 0.45% of the portfolio, ranked #59.

Gateway Wealth Partners first reported a position in VO in Q4 2022 and has held it in 8 quarters since. The position peaked at $11.9M in Q1 2026. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Gateway Wealth Partners held 93,854 shares of Vanguard Morningstar Mid-Cap ETF worth $7.56M as of Q2 2026.
Gateway Wealth Partners sold 71,218 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $5.52M.
Vanguard Morningstar Mid-Cap ETF made up 0.45% of Gateway Wealth Partners's portfolio in Q2 2026, its #59 holding.
Gateway Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 8 quarters since.
Gateway Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $11.9M in Q1 2026.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.