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

GHP Investment 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 		$551K Buy
6,838
+74
+1% +$5.74K 0.02% 313
2026
Q1 		$486K Buy
6,764
+36
+0.5% +$2.67K 0.02% 317
2025
Q4 		$488K Sell
6,728
-176
-3% -$12.8K 0.02% 310
2025
Q3 		$507K Buy
6,904
+48
+0.7% +$3.45K 0.02% 302
2025
Q2 		$480K Sell
6,856
-352
-5% -$23.1K 0.02% 300
2025
Q1 		$466K Buy
7,208
+316
+5% +$21.2K 0.02% 306
2024
Q4 		$455K Buy
6,892
+428
+7% +$29.1K 0.02% 303
2024
Q3 		$426K Buy
6,464
+1,728
+36% +$108K 0.02% 313
2024
Q2 		$287K Hold
4,736
– – 0.01% 337
2024
Q1 		$296K Buy
4,736
+8
+0.2% +$473 0.01% 340
2023
Q4 		$275K Buy
4,728
+8
+0.2% +$427 0.01% 347
2023
Q3 		$244K Buy
4,720
+4
+0.1% +$219 0.01% 349
2023
Q2 		$260K Sell
4,716
-120
-2% -$6.29K 0.02% 345
2023
Q1 		$255K Sell
4,836
-1,792
-27% -$95.3K 0.02% 347
2022
Q4 		$338K Sell
6,628
-692
-9% -$35.2K 0.02% 326
2022
Q3 		$344K Buy
7,320
+488
+7% +$25.5K 0.03% 314
2022
Q2 		$336K Buy
6,832
+4
+0.1% +$216 0.03% 315
2022
Q1 		$406K Sell
6,828
-216
-3% -$12.7K 0.03% 300
2021
Q4 		$449K Buy
7,044
+32
+0.5% +$2.01K 0.03% 255
2021
Q3 		$415K Buy
7,012
+224
+3% +$13.5K 0.03% 245
2021
Q2 		$403K Buy
6,788
+4
+0.1% +$232 0.03% 246
2021
Q1 		$375K Sell
6,784
-16
-0.2% -$868 0.03% 246
2020
Q4 		$351K Sell
6,800
-296
-4% -$14.3K 0.03% 241
2020
Q3 		$313K Buy
7,096
+204
+3% +$8.89K 0.04% 239
2020
Q2 		$282K Hold
6,892
– – 0.04% 246
2020
Q1 		$227K Buy
6,892
+8
+0.1% +$331 0.03% 262
2019
Q4 		$307K Buy
+6,884
New +$296K 0.03% 266

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

GHP Investment Advisors's VO Position: Q2 2026 in Review

GHP Investment Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q2 2026, buying an estimated $5.74K and bringing the position to 6,838 shares worth $551K. The position accounts for 0.02% of the portfolio, ranked #313.

GHP Investment Advisors first reported a position in VO in Q4 2019 and has held it in 27 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • GHP Investment Advisors held 6,838 shares of Vanguard Morningstar Mid-Cap ETF worth $551K as of Q2 2026.
  • GHP Investment Advisors bought 74 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $5.74K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of GHP Investment Advisors's portfolio in Q2 2026, its #313 holding.
  • GHP Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.