GIM
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Goelzer Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Goelzer Investment 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 		$2.95M Sell
36,584
-4
-0% -$310 0.13% 112
2026
Q1 		$2.63M Hold
36,588
– – 0.13% 118
2025
Q4 		$2.65M Sell
36,588
-2,300
-6% -$167K 0.12% 118
2025
Q3 		$2.86M Sell
38,888
-568
-1% -$40.8K 0.15% 115
2025
Q2 		$2.76M Hold
39,456
– – 0.15% 117
2025
Q1 		$2.55M Sell
39,456
-544
-1% -$36.5K 0.15% 119
2024
Q4 		$2.64M Sell
40,000
-2,928
-7% -$199K 0.15% 120
2024
Q3 		$2.83M Sell
42,928
-2,124
-5% -$133K 0.16% 118
2024
Q2 		$2.73M Sell
45,052
-3,448
-7% -$210K 0.15% 118
2024
Q1 		$3.03M Sell
48,500
-976
-2% -$57.7K 0.17% 112
2023
Q4 		$2.88M Sell
49,476
-1,172
-2% -$62.6K 0.19% 112
2023
Q3 		$2.64M Buy
50,648
+2,040
+4% +$112K 0.19% 108
2023
Q2 		$2.68M Sell
48,608
-1,504
-3% -$78.8K 0.23% 110
2023
Q1 		$2.64M Sell
50,112
-1,300
-3% -$69.2K 0.23% 110
2022
Q4 		$2.62M Buy
51,412
+13,176
+34% +$671K 0.22% 116
2022
Q3 		$1.8M Buy
38,236
+21,192
+124% +$1.11M 0.18% 126
2022
Q2 		$839K Buy
17,044
+8,816
+107% +$476K 0.08% 158
2022
Q1 		$489K Hold
8,228
– – 0.04% 176
2021
Q4 		$524K Buy
+8,228
New +$516K 0.04% 181
2019
Q2 		– Sell
-7,220
Closed -$290K – 271
2019
Q1 		$290K Buy
+7,220
New +$278K 0.03% 237

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Goelzer Investment Management's VO Position: Q2 2026 in Review

Goelzer Investment Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.01% in Q2 2026, selling an estimated $310 and leaving 36,584 shares worth $2.95M. The position accounts for 0.13% of the portfolio, ranked #112.

Goelzer Investment Management first reported a position in VO in Q1 2019 and has held it in 20 quarters since. The position peaked at $3.03M in Q1 2024. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Goelzer Investment Management held 36,584 shares of Vanguard Mid-Cap ETF worth $2.95M as of Q2 2026.
  • Goelzer Investment Management sold 4 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $310.
  • Vanguard Mid-Cap ETF made up 0.13% of Goelzer Investment Management's portfolio in Q2 2026, its #112 holding.
  • Goelzer Investment Management first reported a position in Vanguard Mid-Cap ETF in Q1 2019 and has held it in 20 quarters since.
  • Goelzer Investment Management's Vanguard Mid-Cap ETF position peaked at $3.03M in Q1 2024.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.