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

Gill Capital Partners’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 Q3	$14.2M	Buy	181,060 +8,368	+5%	+$681K	3.88%	6
2026 Q2	$13.9M	Buy	172,692 +5,084	+3%	+$394K	3.69%	6
2026 Q1	$12M	Buy	167,608 +7,052	+4%	+$524K	3.46%	7
2025 Q4	$11.6M	Buy	160,556 +22,752	+17%	+$1.66M	3.53%	9
2025 Q3	$10.1M	Buy	137,804 +13,564	+11%	+$974K	3.09%	11
2025 Q2	$8.69M	Buy	124,240 +700	+0.6%	+$45.9K	2.8%	10
2025 Q1	$7.99M	Buy	123,540 +7,988	+7%	+$536K	2.77%	10
2024 Q4	$7.63M	Sell	115,552 -316	-0.3%	-$21.5K	2.74%	11
2024 Q3	$7.64M	Buy	115,868 +5,668	+5%	+$356K	2.74%	11
2024 Q2	$6.67M	Buy	110,200 +1,660	+2%	+$101K	2.58%	12
2024 Q1	$6.46M	Buy	108,540 +10,796	+11%	+$638K	2.61%	12
2023 Q4	$5.68M	Buy	97,744 +1,856	+2%	+$99.2K	2.39%	13
2023 Q3	$4.99M	Buy	95,888 +2,240	+2%	+$123K	2.21%	13
2023 Q2	$5.15M	Buy	93,648 +2,660	+3%	+$139K	2.17%	14
2023 Q1	$4.8M	Buy	90,988 +292	+0.3%	+$15.5K	2.14%	13
2022 Q4	$4.62M	Buy	90,696 +27,968	+45%	+$1.42M	2.18%	13
2022 Q3	$2.95M	Buy	62,728 +9,248	+17%	+$483K	1.54%	26
2022 Q2	$3.18M	Hold	53,480	–	–	1.4%	26
2022 Q1	$3.18M	Buy	53,480 +3,148	+6%	+$185K	1.4%	26
2021 Q4	$3.21M	Buy	50,332 +5,656	+13%	+$355K	1.42%	26
2021 Q3	$2.64M	Buy	44,676 +10,812	+32%	+$653K	1.2%	28
2021 Q2	$2.01M	Buy	33,864 +7,680	+29%	+$445K	0.94%	28
2021 Q1	$1.45M	Buy	26,184 +9,432	+56%	+$512K	0.74%	33
2020 Q4	$866K	Buy	16,752 +9,512	+131%	+$461K	0.52%	40
2020 Q3	$319K	Buy	7,240 +724	+11%	+$31.6K	0.21%	64
2020 Q2	$267K	Buy	+6,516	New	+$250K	0.18%	67
2018 Q4	$441K	Buy	+9,856	New	+$370K	0.31%	50

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

Gill Capital Partners's VO Position: Q3 2026 in Review

Gill Capital Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.8% in Q3 2026, buying an estimated $681K and bringing the position to 181,060 shares worth $14.2M. The position accounts for 3.88% of the portfolio, ranked #6.

Gill Capital Partners first reported a position in VO in Q4 2018 and has held it in 27 quarters since. 373 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Gill Capital Partners held 181,060 shares of Vanguard Morningstar Mid-Cap ETF worth $14.2M as of Q3 2026.
Gill Capital Partners bought 8,368 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $681K.
Vanguard Morningstar Mid-Cap ETF made up 3.88% of Gill Capital Partners's portfolio in Q3 2026, its #6 holding.
Gill Capital Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 27 quarters since.
373 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Gill Capital Partners's 13F filing for Q3 2026, filed 13 Oct 2026.