GFS Advisors’s Vanguard 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 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

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return