Guidance Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Guidance Capital’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	-7,384	Closed	-$544K	–	229
2025 Q3	$544K	Sell	7,384 -564	-7%	-$40.5K	0.14%	148
2025 Q2	$560K	Sell	7,948 -24	-0.3%	-$1.57K	0.16%	131
2025 Q1	$520K	Sell	7,972 -256	-3%	-$17.2K	0.16%	130
2024 Q4	$570K	Buy	+8,228	New	+$559K	0.17%	114
2024 Q1	–	Sell	-19,692	Closed	-$1.14M	–	210
2023 Q4	$1.14M	Sell	19,692 -1,032	-5%	-$55.1K	0.45%	42
2023 Q3	$1.05M	Buy	20,724 +300	+1%	+$16.5K	0.47%	36
2023 Q2	$1.13M	Buy	+20,424	New	+$1.07M	0.49%	38

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guidance Capital's VO Position: Q4 2025 in Review

Guidance Capital sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 7,384 shares — an estimated $544K sold.

Guidance Capital first reported a position in VO in Q2 2023 and held it in 7 quarters. The position peaked at $1.14M in Q4 2023. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

Guidance Capital reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Guidance Capital sold 7,384 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $544K.
Guidance Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and held it in 7 quarters.
Guidance Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $1.14M in Q4 2023.
2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Guidance Capital's 13F filing for Q4 2025, filed 23 Jan 2026.