GSB Wealth Management’s Vanguard Morningstar 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 Q2	$675K	Sell	8,381 -123	-1%	-$9.54K	0.14%	132
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

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

GSB Wealth Management's VO Position: Q2 2026 in Review

GSB Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.4% in Q2 2026, selling an estimated $9.54K and leaving 8,381 shares worth $675K. The position accounts for 0.14% of the portfolio, ranked #132.

GSB Wealth Management first reported a position in VO in Q1 2021 and has held it in 21 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

GSB Wealth Management held 8,381 shares of Vanguard Morningstar Mid-Cap ETF worth $675K as of Q2 2026.
GSB Wealth Management sold 123 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $9.54K.
Vanguard Morningstar Mid-Cap ETF made up 0.14% of GSB Wealth Management's portfolio in Q2 2026, its #132 holding.
GSB Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.