GFS Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

GFS Advisors’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	$5K	Hold	131,100	–	–	﹤0.01%	252
2026 Q1	$9.41M	Sell	131,100 -680	-0.5%	-$50.5K	1.2%	31
2025 Q4	$9.56M	Hold	131,780	–	–	1.14%	31
2025 Q3	$9.68M	Hold	131,780	–	–	1.23%	29
2025 Q2	$9.22M	Buy	131,780 +640	+0.5%	+$42K	1.26%	29
2025 Q1	$8.48M	Buy	131,140 +54,600	+71%	+$3.66M	1.7%	22
2024 Q4	$5.05M	Buy	+76,540	New	+$5.2M	0.77%	43
2024 Q3	–	Sell	-600	Closed	-$2.27M	–	184
2024 Q2	$2.27M	Sell	600 -37,020	-98%	-$2.25M	0.37%	58
2024 Q1	$2.35M	Hold	37,620	–	–	0.39%	58
2023 Q4	$2.19M	Sell	37,620 -360	-0.9%	-$19.2K	0.32%	61
2023 Q3	$1.98M	Hold	37,980	–	–	0.31%	62
2023 Q2	$2.09M	Sell	37,980 -1,700	-4%	-$89.1K	0.46%	53
2023 Q1	$2.09M	Hold	39,680	–	–	0.48%	54
2022 Q4	$2.02M	Buy	39,680 +900	+2%	+$45.8K	0.45%	55
2022 Q3	$1.82M	Hold	38,780	–	–	0.44%	57
2022 Q2	$1.91M	Buy	38,780 +32,880	+557%	+$1.78M	0.43%	58
2022 Q1	$351K	Buy	+5,900	New	+$346K	0.07%	132

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

GFS Advisors's VO Position: Q2 2026 in Review

GFS Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 131,100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

GFS Advisors first reported a position in VO in Q1 2022 and has held it in 17 quarters since. The position peaked at $9.68M in Q3 2025. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

GFS Advisors held 131,100 shares of Vanguard Morningstar Mid-Cap ETF worth $5K as of Q2 2026.
GFS Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of GFS Advisors's portfolio in Q2 2026, its #252 holding.
GFS Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
GFS Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $9.68M in Q3 2025.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on GFS Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.