GSWM
VO icon

Golden State Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Golden State Wealth 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 		$1.5M Buy
18,658
+78
+0.4% +$6.05K 0.14% 151
2026
Q1 		$1.33M Buy
18,580
+412
+2% +$30.6K 0.15% 135
2025
Q4 		$1.32M Buy
18,168
+288
+2% +$20.9K 0.14% 127
2025
Q3 		$1.31M Buy
17,880
+352
+2% +$25.3K 0.14% 117
2025
Q2 		$1.23M Sell
17,528
-404
-2% -$26.5K 0.15% 120
2025
Q1 		$1.16M Buy
17,932
+1,280
+8% +$85.9K 0.17% 108
2024
Q4 		$1.1M Buy
+16,652
New +$1.13M 0.16% 108
2022
Q1 		$690K Buy
11,600
+568
+5% +$33.3K 0.14% 144
2021
Q4 		$703K Buy
11,032
+244
+2% +$15.3K 0.12% 164
2021
Q3 		$639K Hold
10,788
– – 0.14% 141
2021
Q2 		$640K Sell
10,788
-1,568
-13% -$90.9K 0.14% 137
2021
Q1 		$683K Buy
12,356
+1,824
+17% +$99K 0.23% 81
2020
Q4 		$544K Buy
10,532
+1,676
+19% +$81.2K 0.16% 117
2020
Q3 		$390K Sell
8,856
-3,028
-25% -$132K 0.13% 120
2020
Q2 		$431K Buy
11,884
+4,496
+61% +$172K 0.14% 108
2020
Q1 		$243K Buy
+7,388
New +$306K 0.11% 128
2019
Q4 		– Sell
-8,264
Closed -$346K – 927
2019
Q3 		$346K Buy
8,264
+1,260
+18% +$52.7K 0.11% 145
2019
Q2 		$292K Sell
7,004
-600
-8% -$24.6K 0.09% 169
2019
Q1 		$306K Buy
+7,604
New +$292K 0.1% 164

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

Golden State Wealth Management's VO Position: Q2 2026 in Review

Golden State Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.42% in Q2 2026, buying an estimated $6.05K and bringing the position to 18,658 shares worth $1.5M. The position accounts for 0.14% of the portfolio, ranked #151.

Golden State Wealth Management first reported a position in VO in Q1 2019 and has held it in 19 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Golden State Wealth Management held 18,658 shares of Vanguard Morningstar Mid-Cap ETF worth $1.5M as of Q2 2026.
  • Golden State Wealth Management bought 78 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.05K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.14% of Golden State Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Golden State Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 19 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.