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

Gibson 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
2026 Q2	$283K	Buy	3,512 +48	+1%	+$3.72K	0.18%	29
2026 Q1	$249K	Hold	3,464	–	–	0.17%	31
2025 Q4	$251K	Hold	3,464	–	–	0.17%	29
2025 Q3	$254K	Hold	3,464	–	–	0.18%	29
2025 Q2	$242K	Sell	3,464 -400	-10%	-$26.3K	0.18%	37
2025 Q1	$250K	Hold	3,864	–	–	0.2%	33
2024 Q4	$255K	Hold	3,864	–	–	0.21%	32
2024 Q3	$255K	Sell	3,864 -1,404	-27%	-$88.2K	0.21%	32
2024 Q2	$319K	Sell	5,268 -320	-6%	-$19.4K	0.3%	29
2024 Q1	$349K	Buy	+5,588	New	+$330K	0.34%	25
2022 Q4	$16.8M	Buy	328,860 +323,252	+5,764%	+$16.5M	0.32%	26
2022 Q3	$264K	Sell	5,608 -200	-3%	-$10.5K	0.3%	25
2022 Q2	$286K	Sell	5,808 -340	-6%	-$18.4K	0.32%	24
2022 Q1	$366K	Hold	6,148	–	–	0.37%	22
2021 Q4	$392K	Buy	+6,148	New	+$385K	0.4%	20

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Gibson Wealth Advisors's VO Position: Q2 2026 in Review

Gibson Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.4% in Q2 2026, buying an estimated $3.72K and bringing the position to 3,512 shares worth $283K. The position accounts for 0.18% of the portfolio, ranked #29.

Gibson Wealth Advisors first reported a position in VO in Q4 2021 and has held it in 15 quarters since. The position peaked at $16.8M in Q4 2022. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Gibson Wealth Advisors held 3,512 shares of Vanguard Morningstar Mid-Cap ETF worth $283K as of Q2 2026.
Gibson Wealth Advisors bought 48 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.72K.
Vanguard Morningstar Mid-Cap ETF made up 0.18% of Gibson Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Gibson Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 15 quarters since.
Gibson Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $16.8M in Q4 2022.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Gibson Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.