Gutierrez Wealth Advisory’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Gutierrez Wealth Advisory’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 Q3	$253K	Buy	3,221 +143	+5%	+$11.6K	0.13%	71
2026 Q2	$248K	Buy	3,078 +10	+0.3%	+$775	0.14%	65
2026 Q1	$220K	Buy	3,068 +12	+0.4%	+$892	0.14%	65
2025 Q4	$222K	Buy	3,056 +8	+0.3%	+$582	0.14%	61
2025 Q3	$224K	Buy	3,048 +8	+0.3%	+$575	0.14%	58
2025 Q2	$213K	Buy	+3,040	New	+$200K	0.14%	54
2025 Q1	–	Sell	-3,080	Closed	-$203K	–	48
2024 Q4	$203K	Buy	+3,080	New	+$209K	0.17%	45

Other funds holding VO

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Gutierrez Wealth Advisory's VO Position: Q3 2026 in Review

Gutierrez Wealth Advisory increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.6% in Q3 2026, buying an estimated $11.6K and bringing the position to 3,221 shares worth $253K. The position accounts for 0.13% of the portfolio, ranked #71.

Gutierrez Wealth Advisory first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 1,645 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Gutierrez Wealth Advisory held 3,221 shares of Vanguard Morningstar Mid-Cap ETF worth $253K as of Q3 2026.
Gutierrez Wealth Advisory bought 143 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $11.6K.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of Gutierrez Wealth Advisory's portfolio in Q3 2026, its #71 holding.
Gutierrez Wealth Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,645 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q3 2026, filed 2 Nov 2026.