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 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

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

GK Wealth Management's VO Position: Q2 2026 in Review

GK Wealth Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 4,075 shares worth $328K. The stake represents 0.17% of the portfolio and ranks #142 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in VO as recently as Q4 2025.

GK Wealth Management first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $547K in Q2 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

GK Wealth Management held 4,075 shares of Vanguard Morningstar Mid-Cap ETF worth $328K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new GK Wealth Management position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.17% of GK Wealth Management's portfolio in Q2 2026, its #142 holding.
GK Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
GK Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $547K in Q2 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.