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GSB Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

GSB 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
Q1 		$610K Buy
8,504
+204
+2% +$15.2K 0.14% 128
2025
Q4 		$602K Buy
8,300
+88
+1% +$6.4K 0.14% 126
2025
Q3 		$603K Buy
8,212
+124
+2% +$8.9K 0.14% 127
2025
Q2 		$566K Buy
8,088
+60
+0.7% +$3.94K 0.14% 132
2025
Q1 		$519K Sell
8,028
-60
-0.7% -$4.03K 0.14% 136
2024
Q4 		$534K Buy
8,088
+60
+0.7% +$4.07K 0.14% 136
2024
Q3 		$529K Sell
8,028
-144
-2% -$9.04K 0.14% 141
2024
Q2 		$495K Buy
8,172
+632
+8% +$38.4K 0.13% 145
2024
Q1 		$471K Buy
7,540
+4
+0.1% +$236 0.13% 144
2023
Q4 		$438K Buy
7,536
+4
+0.1% +$214 0.13% 141
2023
Q3 		$392K Buy
7,532
+4
+0.1% +$219 0.13% 143
2023
Q2 		$414K Hold
7,528
– – 0.13% 143
2023
Q1 		$397K Buy
7,528
+316
+4% +$16.8K 0.13% 155
2022
Q4 		$367K Sell
7,212
-216
-3% -$11K 0.13% 153
2022
Q3 		$349K Buy
7,428
+360
+5% +$18.8K 0.13% 160
2022
Q2 		$348K Sell
7,068
-1,476
-17% -$79.7K 0.12% 165
2022
Q1 		$508K Sell
8,544
-200
-2% -$11.7K 0.15% 159
2021
Q4 		$557K Buy
+8,744
New +$548K 0.16% 152
2021
Q3 		– Sell
-10,192
Closed -$605K – 220
2021
Q2 		$605K Buy
10,192
+76
+0.8% +$4.41K 0.19% 143
2021
Q1 		$560K Buy
+10,116
New +$549K 0.19% 136

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

GSB Wealth Management's VO Position: Q1 2026 in Review

GSB Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 2.5% in Q1 2026, buying an estimated $15.2K and bringing the position to 8,504 shares worth $610K. The position accounts for 0.14% of the portfolio, ranked #128.

GSB Wealth Management first reported a position in VO in Q1 2021 and has held it in 20 quarters since. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • GSB Wealth Management held 8,504 shares of Vanguard Mid-Cap ETF worth $610K as of Q1 2026.
  • GSB Wealth Management bought 204 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $15.2K.
  • Vanguard Mid-Cap ETF made up 0.14% of GSB Wealth Management's portfolio in Q1 2026, its #128 holding.
  • GSB Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.