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 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

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

Gill Capital Partners's VO Position: Q2 2026 in Review

Gill Capital Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3% in Q2 2026, buying an estimated $394K and bringing the position to 172,692 shares worth $13.9M. The position accounts for 3.69% of the portfolio, ranked #6.

Gill Capital Partners first reported a position in VO in Q4 2018 and has held it in 26 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Gill Capital Partners held 172,692 shares of Vanguard Morningstar Mid-Cap ETF worth $13.9M as of Q2 2026.
Gill Capital Partners bought 5,084 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $394K.
Vanguard Morningstar Mid-Cap ETF made up 3.69% of Gill Capital Partners's portfolio in Q2 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 26 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Gill Capital Partners's 13F filing for Q2 2026, filed 20 Aug 2026.