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GPS Wealth Strategies Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		– Sell
-880
Closed -$64.6K – 1552
2025
Q3 		$64.6K Sell
880
-204
-19% -$14.7K 0.01% 608
2025
Q2 		$75.9K Buy
1,084
+12
+1% +$788 0.01% 535
2025
Q1 		$69.4K Buy
1,072
+4
+0.4% +$268 0.01% 546
2024
Q4 		$70.6K Sell
1,068
-60
-5% -$4.07K 0.01% 511
2024
Q3 		$74.3K Buy
1,128
+56
+5% +$3.52K 0.01% 507
2024
Q2 		$64.8K Buy
1,072
+268
+33% +$16.3K 0.01% 483
2024
Q1 		$50.2K Buy
804
+4
+0.5% +$236 0.01% 511
2023
Q4 		$46.6K Sell
800
-992
-55% -$53K 0.01% 507
2023
Q3 		$93.2K Sell
1,792
-936
-34% -$51.3K 0.02% 375
2023
Q2 		$150K Buy
2,728
+8
+0.3% +$419 0.03% 283
2023
Q1 		$143K Buy
+2,720
New +$145K 0.03% 281
2022
Q4 		– Sell
-3,148
Closed -$148K – 1050
2022
Q3 		$148K Buy
3,148
+64
+2% +$3.35K 0.04% 242
2022
Q2 		$152K Buy
3,084
+88
+3% +$4.75K 0.04% 244
2022
Q1 		$178K Buy
2,996
+608
+25% +$35.7K 0.04% 222
2021
Q4 		$152K Buy
2,388
+8
+0.3% +$501 0.03% 239
2021
Q3 		$141K Buy
2,380
+4
+0.2% +$242 0.03% 238
2021
Q2 		$141K Sell
2,376
-324
-12% -$18.8K 0.04% 251
2021
Q1 		$149K Buy
+2,700
New +$147K 0.04% 231

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GPS Wealth Strategies Group's VO Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 880 shares — an estimated $64.6K sold.

GPS Wealth Strategies Group first reported a position in VO in Q1 2021 and held it in 18 quarters. The position peaked at $178K in Q1 2022. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 880 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $64.6K.
  • GPS Wealth Strategies Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's Vanguard Morningstar Mid-Cap ETF position peaked at $178K in Q1 2022.
  • 2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.