Golden State Equity Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Golden State Equity Partners’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 Q1	$2.15M	Buy	29,880 +21,864	+273%	+$1.62M	0.16%	146
2025 Q4	$582K	Buy	8,016 +328	+4%	+$23.9K	0.09%	247
2025 Q3	$565K	Buy	7,688 +368	+5%	+$26.4K	0.1%	241
2025 Q2	$512K	Buy	7,320 +456	+7%	+$29.9K	0.09%	243
2025 Q1	$444K	Buy	6,864 +624	+10%	+$41.9K	0.09%	265
2024 Q4	$412K	Buy	6,240 +1,752	+39%	+$119K	0.08%	271
2024 Q3	$296K	Buy	4,488 +344	+8%	+$21.6K	0.16%	141
2024 Q2	$251K	Buy	+4,144	New	+$252K	0.05%	350

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Golden State Equity Partners's VO Position: Q1 2026 in Review

Golden State Equity Partners increased its Vanguard Mid-Cap ETF (VO) stake by 273% in Q1 2026, buying an estimated $1.62M and bringing the position to 29,880 shares worth $2.15M. The position accounts for 0.16% of the portfolio, ranked #146.

Golden State Equity Partners first reported a position in VO in Q2 2024 and has held it in 8 quarters since. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Golden State Equity Partners held 29,880 shares of Vanguard Mid-Cap ETF worth $2.15M as of Q1 2026.
Golden State Equity Partners bought 21,864 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.62M.
Vanguard Mid-Cap ETF made up 0.16% of Golden State Equity Partners's portfolio in Q1 2026, its #146 holding.
Golden State Equity Partners first reported a position in Vanguard Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.