GC Wealth Management RIA’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

GC Wealth Management RIA’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	$3.78M	Buy	46,919 +2,339	+5%	+$181K	0.22%	91
2026 Q1	$3.2M	Buy	44,580 +3,912	+10%	+$291K	0.13%	116
2025 Q4	$2.95M	Sell	40,668 -22,692	-36%	-$1.65M	0.11%	126
2025 Q3	$4.65M	Buy	63,360 +164	+0.3%	+$11.8K	0.15%	115
2025 Q2	$4.42M	Buy	63,196 +8,732	+16%	+$573K	0.36%	53
2025 Q1	$3.52M	Sell	54,464 -1,544	-3%	-$104K	0.65%	36
2024 Q4	$3.7M	Buy	56,008 +4,804	+9%	+$326K	0.65%	32
2024 Q3	$3.38M	Sell	51,204 -5,028	-9%	-$316K	0.59%	34
2024 Q2	$3.4M	Buy	56,232 +3,460	+7%	+$210K	0.67%	29
2024 Q1	$3.3M	Buy	52,772 +46,816	+786%	+$2.77M	0.66%	30
2023 Q4	$346K	Buy	+5,956	New	+$318K	0.16%	145

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

GC Wealth Management RIA's VO Position: Q2 2026 in Review

GC Wealth Management RIA increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.2% in Q2 2026, buying an estimated $181K and bringing the position to 46,919 shares worth $3.78M. The position accounts for 0.22% of the portfolio, ranked #91.

GC Wealth Management RIA first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.65M in Q3 2025. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

GC Wealth Management RIA held 46,919 shares of Vanguard Morningstar Mid-Cap ETF worth $3.78M as of Q2 2026.
GC Wealth Management RIA bought 2,339 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $181K.
Vanguard Morningstar Mid-Cap ETF made up 0.22% of GC Wealth Management RIA's portfolio in Q2 2026, its #91 holding.
GC Wealth Management RIA first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's Vanguard Morningstar Mid-Cap ETF position peaked at $4.65M in Q3 2025.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.