Golden State Equity Partners’s Vanguard Morningstar 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 Q2	–	Sell	-29,880	Closed	-$2.15M	–	1703
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	0.05%	344
2024 Q2	$251K	Buy	+4,144	New	+$252K	0.05%	350

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Golden State Equity Partners's VO Position: Q2 2026 in Review

Golden State Equity Partners sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 29,880 shares — an estimated $2.15M sold.

Golden State Equity Partners first reported a position in VO in Q2 2024 and held it in 8 quarters. The position peaked at $2.15M in Q1 2026. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Golden State Equity Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 29,880 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.15M.
Golden State Equity Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and held it in 8 quarters.
Golden State Equity Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $2.15M in Q1 2026.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.