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Gibbs Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Gibbs 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
Q1 		$662K Buy
9,216
+3,724
+68% +$277K 0.09% 228
2025
Q4 		$410K Hold
5,492
– – 0.1% 225
2025
Q3 		$403K Sell
5,492
-1,676
-23% -$120K 0.09% 230
2025
Q2 		$501K Buy
7,168
+1,496
+26% +$98.2K 0.1% 225
2025
Q1 		$367K Buy
5,672
+436
+8% +$29.3K 0.09% 223
2024
Q4 		$346K Buy
5,236
+744
+17% +$50.5K 0.09% 216
2024
Q3 		$296K Buy
+4,492
New +$282K 0.1% 216

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Gibbs Wealth Management's VO Position: Q1 2026 in Review

Gibbs Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 68% in Q1 2026, buying an estimated $277K and bringing the position to 9,216 shares worth $662K. The position accounts for 0.09% of the portfolio, ranked #228.

Gibbs Wealth Management first reported a position in VO in Q3 2024 and has held it in 7 quarters since. 2,405 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Gibbs Wealth Management held 9,216 shares of Vanguard Morningstar Mid-Cap ETF worth $662K as of Q1 2026.
  • Gibbs Wealth Management bought 3,724 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $277K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.09% of Gibbs Wealth Management's portfolio in Q1 2026, its #228 holding.
  • Gibbs Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,405 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.