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

GGM Wealth 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
2025 Q1	$699K	Sell	10,976 -1,100	-9%	-$73.8K	0.39%	57
2024 Q4	$797K	Buy	12,076 +804	+7%	+$54.6K	0.42%	54
2024 Q3	$743K	Buy	11,272 +2,040	+22%	+$128K	0.32%	58
2024 Q2	$561K	Buy	9,232 +2,484	+37%	+$151K	0.26%	69
2024 Q1	$417K	Buy	6,748 +1,728	+34%	+$102K	0.19%	81
2023 Q4	$289K	Buy	5,020 +940	+23%	+$50.2K	0.12%	117
2023 Q3	$212K	Buy	+4,080	New	+$224K	0.09%	129
2023 Q1	–	Sell	-4,196	Closed	-$218K	–	131
2022 Q4	$218K	Sell	4,196 -14,260	-77%	-$726K	0.11%	126
2022 Q3	$923K	Buy	18,456 +220	+1%	+$11.5K	0.5%	42
2022 Q2	$906K	Buy	18,236 +1,472	+9%	+$79.5K	0.51%	41
2022 Q1	$991K	Buy	16,764 +892	+6%	+$52.3K	0.5%	45
2021 Q4	$983K	Buy	+15,872	New	+$995K	0.78%	35

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GGM Wealth Advisors's VO Position: Q1 2025 in Review

GGM Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.1% in Q1 2025, selling an estimated $73.8K and leaving 10,976 shares worth $699K. The position accounts for 0.39% of the portfolio, ranked #57.

GGM Wealth Advisors first reported a position in VO in Q4 2021 and has held it in 12 quarters since. The position peaked at $991K in Q1 2022. 2,125 funds tracked by Wall St. Rank hold VO as of Q1 2025.

GGM Wealth Advisors held 10,976 shares of Vanguard Morningstar Mid-Cap ETF worth $699K as of Q1 2025.
GGM Wealth Advisors sold 1,100 Vanguard Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $73.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.39% of GGM Wealth Advisors's portfolio in Q1 2025, its #57 holding.
GGM Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
GGM Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $991K in Q1 2022.
2,125 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.