Gilbert & Cook’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Gilbert & Cook’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	$1.49M	Sell	18,532 -540	-3%	-$41.9K	0.17%	51
2026 Q1	$1.37M	Sell	19,072 -484	-2%	-$36K	0.18%	46
2025 Q4	$1.42M	Sell	19,556 -148	-0.8%	-$10.8K	0.18%	53
2025 Q3	$1.45M	Buy	19,704 +548	+3%	+$39.4K	0.19%	51
2025 Q2	$1.34M	Sell	19,156 -188	-1%	-$12.3K	0.18%	50
2025 Q1	$1.25M	Sell	19,344 -516	-3%	-$34.6K	0.18%	52
2024 Q4	$1.31M	Sell	19,860 -6,416	-24%	-$436K	0.18%	49
2024 Q3	$1.73M	Sell	26,276 -3,640	-12%	-$229K	0.24%	33
2024 Q2	$1.81M	Sell	29,916 -1,664	-5%	-$101K	0.26%	28
2024 Q1	$1.97M	Sell	31,580 -14,776	-32%	-$873K	0.27%	29
2023 Q4	$2.7M	Sell	46,356 -3,936	-8%	-$210K	0.38%	20
2023 Q3	$2.62M	Sell	50,292 -6,636	-12%	-$364K	0.41%	21
2023 Q2	$3.13M	Buy	56,928 +1,892	+3%	+$99.2K	0.5%	16
2023 Q1	$2.9M	Sell	55,036 -2,184	-4%	-$116K	0.5%	18
2022 Q4	$2.92M	Buy	57,220 +1,320	+2%	+$67.2K	0.53%	18
2022 Q3	$2.78M	Sell	55,900 -1,144	-2%	-$59.8K	0.62%	19
2022 Q2	$2.81M	Buy	57,044 +5,648	+11%	+$305K	0.5%	17
2022 Q1	$3.06M	Buy	51,396 +40	+0.1%	+$2.35K	0.49%	19
2021 Q4	$3.27M	Buy	51,356 +1,116	+2%	+$70K	0.53%	19
2021 Q3	$2.97M	Sell	50,240 -8,284	-14%	-$501K	0.53%	17
2021 Q2	$3.47M	Buy	58,524 +296	+0.5%	+$17.2K	0.63%	16
2021 Q1	$3.22M	Sell	58,228 -3,148	-5%	-$171K	0.63%	16
2020 Q4	$3.17M	Sell	61,376 -12,584	-17%	-$609K	0.68%	17
2020 Q3	$3.26M	Sell	73,960 -636	-0.9%	-$27.7K	0.77%	15
2020 Q2	$3.06M	Buy	74,596 +4,024	+6%	+$154K	0.77%	15
2020 Q1	$2.32M	Buy	70,572 +10,248	+17%	+$424K	0.68%	16
2019 Q4	$2.69M	Sell	60,324 -1,860	-3%	-$79.9K	0.66%	16
2019 Q3	$2.6M	Sell	62,184 -880	-1%	-$36.8K	0.73%	16
2019 Q2	$2.63M	Sell	63,064 -4,740	-7%	-$194K	0.77%	16
2019 Q1	$2.73M	Sell	67,804 -3,076	-4%	-$118K	0.83%	17
2018 Q4	$2.45M	Sell	70,880 -6,436	-8%	-$242K	0.86%	18
2018 Q3	$3.17M	Sell	77,316 -296	-0.4%	-$12.1K	0.98%	16
2018 Q2	$3.06M	Sell	77,612 -2,192	-3%	-$86K	1.03%	16
2018 Q1	$3.08M	Sell	79,804 -3,636	-4%	-$143K	1.08%	18
2017 Q4	$3.23M	Sell	83,440 -2,008	-2%	-$75.8K	1.12%	18
2017 Q3	$3.14M	Sell	85,448 -2,000	-2%	-$72.1K	1.15%	18
2017 Q2	$3.12M	Sell	87,448 -260	-0.3%	-$9.19K	1.1%	16
2017 Q1	$3.05M	Sell	87,708 -4,792	-5%	-$165K	1.26%	16
2016 Q4	$3.04M	Buy	+92,500	New	+$2.99M	1.34%	16

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Gilbert & Cook's VO Position: Q2 2026 in Review

Gilbert & Cook reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.8% in Q2 2026, selling an estimated $41.9K and leaving 18,532 shares worth $1.49M. The position accounts for 0.17% of the portfolio, ranked #51.

Gilbert & Cook first reported a position in VO in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.47M in Q2 2021. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Gilbert & Cook held 18,532 shares of Vanguard Morningstar Mid-Cap ETF worth $1.49M as of Q2 2026.
Gilbert & Cook sold 540 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $41.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.17% of Gilbert & Cook's portfolio in Q2 2026, its #51 holding.
Gilbert & Cook first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
Gilbert & Cook's Vanguard Morningstar Mid-Cap ETF position peaked at $3.47M in Q2 2021.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.