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Godsey & Gibb Inc’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Godsey & Gibb Inc’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 		$236K Sell
2,934
-70
-2% -$5.43K 0.02% 102
2026
Q1 		$216K Sell
3,004
-176
-6% -$13.1K 0.02% 104
2025
Q4 		$231K Buy
3,180
+276
+10% +$20.1K 0.02% 104
2025
Q3 		$213K Hold
2,904
– – 0.02% 105
2025
Q2 		$203K Hold
2,904
– – 0.02% 104
2025
Q1 		$188K Hold
2,904
– – 0.02% 109
2024
Q4 		$192K Hold
2,904
– – 0.02% 109
2024
Q3 		$192K Hold
2,904
– – 0.02% 115
2024
Q2 		$176K Buy
+2,904
New +$176K 0.02% 123

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

Godsey & Gibb Inc's VO Position: Q2 2026 in Review

Godsey & Gibb Inc reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.3% in Q2 2026, selling an estimated $5.43K and leaving 2,934 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #102.

Godsey & Gibb Inc first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Godsey & Gibb Inc held 2,934 shares of Vanguard Morningstar Mid-Cap ETF worth $236K as of Q2 2026.
  • Godsey & Gibb Inc sold 70 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $5.43K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of Godsey & Gibb Inc's portfolio in Q2 2026, its #102 holding.
  • Godsey & Gibb Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.