GG
VO icon

Gleason Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Gleason Group’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 		$5.68M Sell
70,483
-4,013
-5% -$311K 0.5% 20
2026
Q1 		$5.35M Buy
74,496
+72
+0.1% +$5.35K 0.53% 20
2025
Q4 		$5.4M Buy
74,424
+444
+0.6% +$32.3K 0.53% 20
2025
Q3 		$5.43M Buy
73,980
+164
+0.2% +$11.8K 0.55% 19
2025
Q2 		$5.16M Sell
73,816
-372
-0.5% -$24.4K 0.56% 19
2025
Q1 		$4.8M Buy
74,188
+196
+0.3% +$13.2K 0.87% 13
2024
Q4 		$4.89M Buy
73,992
+300
+0.4% +$20.4K 0.86% 14
2024
Q3 		$4.86M Buy
73,692
+4,328
+6% +$272K 0.89% 13
2024
Q2 		$4.2M Sell
69,364
-4
-0% -$243 0.85% 14
2024
Q1 		$4.33M Sell
69,368
-92
-0.1% -$5.44K 0.91% 14
2023
Q4 		$4.04M Buy
69,460
+348
+0.5% +$18.6K 0.93% 14
2023
Q3 		$3.6M Buy
69,112
+256
+0.4% +$14K 0.95% 13
2023
Q2 		$3.79M Buy
68,856
+260
+0.4% +$13.6K 0.98% 13
2023
Q1 		$3.62M Buy
68,596
+252
+0.4% +$13.4K 1.04% 15
2022
Q4 		$3.48M Buy
68,344
+376
+0.6% +$19.2K 1.09% 15
2022
Q3 		$3.19M Buy
67,968
+284
+0.4% +$14.8K 1.1% 10
2022
Q2 		$3.33M Buy
67,684
+4,268
+7% +$231K 1.15% 10
2022
Q1 		$3.77M Buy
63,416
+4,200
+7% +$246K 1.12% 11
2021
Q4 		$3.77M Buy
59,216
+216
+0.4% +$13.5K 1.23% 11
2021
Q3 		$3.49M Buy
59,000
+2,148
+4% +$130K 1.26% 12
2021
Q2 		$3.37M Buy
56,852
+160
+0.3% +$9.27K 1.22% 12
2021
Q1 		$3.14M Buy
56,692
+164
+0.3% +$8.9K 1.24% 12
2020
Q4 		$2.92M Buy
56,528
+256
+0.5% +$12.4K 1.4% 11
2020
Q3 		$2.48M Buy
56,272
+212
+0.4% +$9.24K 1.43% 10
2020
Q2 		$2.3M Buy
56,060
+228
+0.4% +$8.73K 1.42% 11
2020
Q1 		$1.84M Sell
55,832
-4,392
-7% -$182K 1.46% 10
2019
Q4 		$2.68M Buy
+60,224
New +$2.59M 1.6% 11

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Gleason Group's VO Position: Q2 2026 in Review

Gleason Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.4% in Q2 2026, selling an estimated $311K and leaving 70,483 shares worth $5.68M. The position accounts for 0.5% of the portfolio, ranked #20.

Gleason Group first reported a position in VO in Q4 2019 and has held it in 27 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Gleason Group held 70,483 shares of Vanguard Morningstar Mid-Cap ETF worth $5.68M as of Q2 2026.
  • Gleason Group sold 4,013 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $311K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.5% of Gleason Group's portfolio in Q2 2026, its #20 holding.
  • Gleason Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.