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Gries Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Gries Financial’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
Q3 		$285K Buy
3,876
+444
+13% +$31.9K 0.05% 244
2025
Q2 		$240K Hold
3,432
– – 0.04% 250
2025
Q1 		$222K Hold
3,432
– – 0.04% 256
2024
Q4 		$227K Hold
3,432
– – 0.04% 250
2024
Q3 		$226K Sell
3,432
-60
-2% -$3.77K 0.04% 241
2024
Q2 		$211K Sell
3,492
-964
-22% -$58.6K 0.04% 227
2024
Q1 		$278K Sell
4,456
-1,740
-28% -$103K 0.05% 225
2023
Q4 		$360K Hold
6,196
– – 0.08% 156
2023
Q3 		$323K Sell
6,196
-12
-0.2% -$658 0.09% 144
2023
Q2 		$342K Buy
6,208
+12
+0.2% +$629 0.09% 135
2023
Q1 		$327K Buy
6,196
+964
+18% +$51.3K 0.1% 138
2022
Q4 		$267K Hold
5,232
– – 0.09% 136
2022
Q3 		$246K Sell
5,232
-1,164
-18% -$60.8K 0.1% 130
2022
Q2 		$315K Buy
6,396
+604
+10% +$32.6K 0.15% 102
2022
Q1 		$344K Hold
5,792
– – 0.13% 124
2021
Q4 		$369K Hold
5,792
– – 0.15% 123
2021
Q3 		$343K Hold
5,792
– – 0.11% 123
2021
Q2 		$348K Hold
5,792
– – 0.11% 126
2021
Q1 		$327K Buy
+5,792
New +$314K 0.1% 135

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gries Financial's VO Position: Q3 2025 in Review

Gries Financial increased its Vanguard Mid-Cap ETF (VO) stake by 13% in Q3 2025, buying an estimated $31.9K and bringing the position to 3,876 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #244.

Gries Financial first reported a position in VO in Q1 2021 and has held it in 19 quarters since. The position peaked at $369K in Q4 2021. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Gries Financial held 3,876 shares of Vanguard Mid-Cap ETF worth $285K as of Q3 2025.
  • Gries Financial bought 444 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $31.9K.
  • Vanguard Mid-Cap ETF made up 0.05% of Gries Financial's portfolio in Q3 2025, its #244 holding.
  • Gries Financial first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and has held it in 19 quarters since.
  • Gries Financial's Vanguard Mid-Cap ETF position peaked at $369K in Q4 2021.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.