Gibson Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Gibson Capital’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	$2.31M	Sell	28,644 -208	-0.7%	-$16.1K	0.38%	19
2026 Q1	$2.07M	Hold	28,852	–	–	0.39%	18
2025 Q4	$2.09M	Sell	28,852 -276	-0.9%	-$20.1K	0.38%	18
2025 Q3	$2.14M	Sell	29,128 -624	-2%	-$44.8K	0.39%	16
2025 Q2	$2.08M	Hold	29,752	–	–	0.41%	15
2025 Q1	$1.92M	Hold	29,752	–	–	0.4%	14
2024 Q4	$1.96M	Hold	29,752	–	–	0.4%	15
2024 Q3	$1.96M	Sell	29,752 -1,632	-5%	-$102K	0.4%	12
2024 Q2	$1.9M	Sell	31,384 -844	-3%	-$51.3K	0.42%	12
2024 Q1	$2.01M	Sell	32,228 -868	-3%	-$51.3K	0.44%	11
2023 Q4	$1.92M	Sell	33,096 -1,760	-5%	-$94K	0.45%	12
2023 Q3	$1.81M	Sell	34,856 -5,200	-13%	-$285K	0.49%	10
2023 Q2	$2.2M	Sell	40,056 -37,352	-48%	-$1.96M	0.57%	10
2023 Q1	$4.08M	Buy	77,408 +4	+0%	+$213	1.07%	8
2022 Q4	$3.94M	Sell	77,404 -18,000	-19%	-$917K	1.17%	7
2022 Q3	$4.48M	Sell	95,404 -1,492	-2%	-$78K	1.42%	6
2022 Q2	$4.77M	Sell	96,896 -6,120	-6%	-$331K	1.41%	6
2022 Q1	$6.12M	Hold	103,016	–	–	1.53%	6
2021 Q4	$6.56M	Sell	103,016 -2,344	-2%	-$147K	1.52%	7
2021 Q3	$6.24M	Hold	105,360	–	–	1.63%	6
2021 Q2	$6.25M	Hold	105,360	–	–	1.62%	6
2021 Q1	$5.83M	Hold	105,360	–	–	1.63%	6
2020 Q4	$5.45M	Hold	105,360	–	–	1.6%	6
2020 Q3	$4.64M	Hold	105,360	–	–	1.55%	7
2020 Q2	$4.32M	Sell	105,360 -32,460	-24%	-$1.24M	1.52%	7
2020 Q1	$4.53M	Sell	137,820 -12,084	-8%	-$500K	1.94%	5
2019 Q4	$6.67M	Hold	149,904	–	–	2.25%	5
2019 Q3	$6.28M	Buy	149,904 +12,144	+9%	+$507K	2.27%	5
2019 Q2	$5.75M	Hold	137,760	–	–	2.16%	5
2019 Q1	$5.53M	Hold	137,760	–	–	1.86%	8
2018 Q4	$4.76M	Hold	137,760	–	–	1.85%	8
2018 Q3	$5.65M	Sell	137,760 -5,800	-4%	-$237K	1.92%	9
2018 Q2	$5.66M	Hold	143,560	–	–	2.01%	9
2018 Q1	$5.53M	Hold	143,560	–	–	1.98%	9
2017 Q4	$5.55M	Hold	143,560	–	–	1.97%	9
2017 Q3	$5.28M	Hold	143,560	–	–	1.89%	9
2017 Q2	$5.11M	Hold	143,560	–	–	1.79%	9
2017 Q1	$5M	Hold	143,560	–	–	1.71%	9
2016 Q4	$4.72M	Hold	143,560	–	–	1.61%	10
2016 Q3	$4.64M	Hold	143,560	–	–	1.63%	9
2016 Q2	$4.43M	Hold	143,560	–	–	1.56%	9
2016 Q1	$4.35M	Sell	143,560 -4,280	-3%	-$121K	1.56%	9
2015 Q4	$4.44M	Hold	147,840	–	–	1.58%	9
2015 Q3	$4.31M	Sell	147,840 -6,640	-4%	-$207K	1.41%	9
2015 Q2	$4.92M	Hold	154,480	–	–	1.5%	9
2015 Q1	$5.12M	Buy	154,480 +84,948	+122%	+$2.67M	1.52%	9
2014 Q4	$2.15M	Buy	69,532 +13,280	+24%	+$400K	0.66%	13
2014 Q3	$1.65M	Hold	56,252	–	–	0.52%	11
2014 Q2	$1.67M	Hold	56,252	–	–	0.55%	11
2014 Q1	$1.6M	Buy	+56,252	New	+$1.56M	0.56%	10

Other funds holding VO

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Gibson Capital's VO Position: Q2 2026 in Review

Gibson Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.72% in Q2 2026, selling an estimated $16.1K and leaving 28,644 shares worth $2.31M. The position accounts for 0.38% of the portfolio, ranked #19.

Gibson Capital first reported a position in VO in Q1 2014 and has held it in 50 quarters since. The position peaked at $6.67M in Q4 2019. 2,264 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Gibson Capital held 28,644 shares of Vanguard Morningstar Mid-Cap ETF worth $2.31M as of Q2 2026.
Gibson Capital sold 208 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $16.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.38% of Gibson Capital's portfolio in Q2 2026, its #19 holding.
Gibson Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2014 and has held it in 50 quarters since.
Gibson Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $6.67M in Q4 2019.
2,264 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Gibson Capital's 13F filing for Q2 2026, filed 13 Aug 2026.