GK Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

GK Wealth Management’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	$316K	Sell	4,035 -40	-1%	-$3.25K	0.18%	106
2026 Q2	$328K	Buy	+4,075	New	+$316K	0.17%	142
2026 Q1	–	Sell	-4,372	Closed	-$317K	–	211
2025 Q4	$317K	Sell	4,372 -24	-0.5%	-$1.75K	0.21%	122
2025 Q3	$323K	Sell	4,396 -3,428	-44%	-$246K	0.24%	102
2025 Q2	$547K	Buy	7,824 +2,876	+58%	+$189K	0.49%	52
2025 Q1	$320K	Buy	4,948 +620	+14%	+$41.6K	0.36%	79
2024 Q4	$286K	Buy	+4,328	New	+$294K	0.36%	90

Other funds holding VO

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

GK Wealth Management's VO Position: Q3 2026 in Review

GK Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.98% in Q3 2026, selling an estimated $3.25K and leaving 4,035 shares worth $316K. The position accounts for 0.18% of the portfolio, ranked #106.

GK Wealth Management first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $547K in Q2 2025. 2,059 funds tracked by Wall St. Rank hold VO as of Q3 2026.

GK Wealth Management held 4,035 shares of Vanguard Morningstar Mid-Cap ETF worth $316K as of Q3 2026.
GK Wealth Management sold 40 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $3.25K.
Vanguard Morningstar Mid-Cap ETF made up 0.18% of GK Wealth Management's portfolio in Q3 2026, its #106 holding.
GK Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
GK Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $547K in Q2 2025.
2,059 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.