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

GDS Wealth Management’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 		$496K Sell
6,152
-252
-4% -$19.5K 0.02% 143
2026
Q1 		$460K Buy
6,404
+84
+1% +$6.24K 0.03% 127
2025
Q4 		$459K Sell
6,320
-136
-2% -$9.89K 0.03% 127
2025
Q3 		$474K Sell
6,456
-524
-8% -$37.6K 0.03% 124
2025
Q2 		$488K Sell
6,980
-1,808
-21% -$119K 0.04% 119
2025
Q1 		$568K Sell
8,788
-3,008
-26% -$202K 0.05% 105
2024
Q4 		$779K Sell
11,796
-996
-8% -$67.6K 0.07% 95
2024
Q3 		$844K Sell
12,792
-236,232
-95% -$14.8M 0.08% 76
2024
Q2 		$15.1M Buy
249,024
+1,616
+0.7% +$98.2K 1.65% 21
2024
Q1 		$15.5M Buy
247,408
+5,948
+2% +$352K 1.81% 15
2023
Q4 		$14M Buy
241,460
+4,860
+2% +$260K 1.89% 13
2023
Q3 		$12.3M Buy
236,600
+13,072
+6% +$717K 1.94% 15
2023
Q2 		$12.3M Buy
223,528
+9,836
+5% +$516K 2% 13
2023
Q1 		$11.3M Buy
213,692
+10,268
+5% +$546K 1.99% 12
2022
Q4 		$10.4M Buy
203,424
+16,492
+9% +$840K 1.98% 12
2022
Q3 		$8.79M Buy
186,932
+15,080
+9% +$788K 1.96% 18
2022
Q2 		$8.46M Buy
171,852
+18,560
+12% +$1M 1.9% 16
2022
Q1 		$8.89M Buy
153,292
+7,088
+5% +$416K 1.96% 14
2021
Q4 		$9.31M Buy
+146,204
New +$9.16M 2.08% 12

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

GDS Wealth Management's VO Position: Q2 2026 in Review

GDS Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.9% in Q2 2026, selling an estimated $19.5K and leaving 6,152 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #143.

GDS Wealth Management first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.5M in Q1 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • GDS Wealth Management held 6,152 shares of Vanguard Morningstar Mid-Cap ETF worth $496K as of Q2 2026.
  • GDS Wealth Management sold 252 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $19.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of GDS Wealth Management's portfolio in Q2 2026, its #143 holding.
  • GDS Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • GDS Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $15.5M in Q1 2024.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.