GDS Wealth Management
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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
Q3 		$1.06M Buy
13,471
+7,319
+119% +$595K 0.05% 116
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% -$9.9K 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 		$8.78M 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

GDS Wealth Management's VO Position: Q3 2026 in Review

GDS Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 119% in Q3 2026, buying an estimated $595K and bringing the position to 13,471 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #116.

GDS Wealth Management first reported a position in VO in Q4 2021 and has held it in 20 quarters since. The position peaked at $15.5M in Q1 2024. 1,651 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • GDS Wealth Management held 13,471 shares of Vanguard Morningstar Mid-Cap ETF worth $1.06M as of Q3 2026.
  • GDS Wealth Management bought 7,319 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $595K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of GDS Wealth Management's portfolio in Q3 2026, its #116 holding.
  • GDS Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • GDS Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $15.5M in Q1 2024.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on GDS Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.