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GDS Wealth Management’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

GDS Wealth Management's VO Position: Q1 2026 in Review

GDS Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 1.3% in Q1 2026, buying an estimated $6.24K and bringing the position to 6,404 shares worth $460K. The position accounts for 0.03% of the portfolio, ranked #127.

GDS Wealth Management first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.5M in Q1 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • GDS Wealth Management held 6,404 shares of Vanguard Mid-Cap ETF worth $460K as of Q1 2026.
  • GDS Wealth Management bought 84 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $6.24K.
  • Vanguard Mid-Cap ETF made up 0.03% of GDS Wealth Management's portfolio in Q1 2026, its #127 holding.
  • GDS Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • GDS Wealth Management's Vanguard Mid-Cap ETF position peaked at $15.5M in Q1 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.