GSIS
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Global Strategic Investment Solutions’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Global Strategic Investment Solutions’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 		$399K Sell
4,953
-367
-7% -$28.5K 0.04% 114
2026
Q1 		$382K Sell
5,320
-3,192
-38% -$237K 0.04% 111
2025
Q4 		$617K Buy
8,512
+12
+0.1% +$873 0.06% 98
2025
Q3 		$624K Buy
8,500
+4
+0% +$287 0.06% 94
2025
Q2 		$594K Hold
8,496
– – 0.06% 97
2025
Q1 		$549K Buy
8,496
+4
+0% +$268 0.06% 94
2024
Q4 		$561K Buy
8,492
+136
+2% +$9.23K 0.07% 95
2024
Q3 		$551K Buy
8,356
+8
+0.1% +$502 0.06% 91
2024
Q2 		$505K Sell
8,348
-2,492
-23% -$151K 0.06% 95
2024
Q1 		$677K Sell
10,840
-1,620
-13% -$95.7K 0.08% 85
2023
Q4 		$725K Sell
12,460
-2,140
-15% -$114K 0.09% 75
2023
Q3 		$760K Buy
14,600
+48
+0.3% +$2.63K 0.1% 79
2023
Q2 		$801K Buy
14,552
+52
+0.4% +$2.73K 0.1% 76
2023
Q1 		$765K Sell
14,500
-56
-0.4% -$2.98K 0.11% 72
2022
Q4 		$742K Buy
14,556
+72
+0.5% +$3.67K 0.05% 68
2022
Q3 		$681K Buy
14,484
+56
+0.4% +$2.93K 0.03% 76
2022
Q2 		$710K Buy
14,428
+40
+0.3% +$2.16K 0.05% 64
2022
Q1 		$855K Hold
14,388
– – 0.05% 63
2021
Q4 		$916K Hold
14,388
– – 0.15% 58
2021
Q3 		$852K Buy
14,388
+1,576
+12% +$95.2K 0.14% 56
2021
Q2 		$760K Buy
12,812
+1,096
+9% +$63.5K 0.13% 58
2021
Q1 		$648K Buy
+11,716
New +$636K 0.12% 64

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Global Strategic Investment Solutions's VO Position: Q2 2026 in Review

Global Strategic Investment Solutions reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.9% in Q2 2026, selling an estimated $28.5K and leaving 4,953 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #114.

Global Strategic Investment Solutions first reported a position in VO in Q1 2021 and has held it in 22 quarters since. The position peaked at $916K in Q4 2021. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Global Strategic Investment Solutions held 4,953 shares of Vanguard Morningstar Mid-Cap ETF worth $399K as of Q2 2026.
  • Global Strategic Investment Solutions sold 367 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $28.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of Global Strategic Investment Solutions's portfolio in Q2 2026, its #114 holding.
  • Global Strategic Investment Solutions first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Global Strategic Investment Solutions's Vanguard Morningstar Mid-Cap ETF position peaked at $916K in Q4 2021.
  • 1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.