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Guyasuta Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Guyasuta Investment Advisors’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 		$1.2M Buy
14,919
+147
+1% +$11.4K 0.06% 120
2026
Q1 		$1.06M Buy
14,772
+1,748
+13% +$130K 0.06% 123
2025
Q4 		$945K Buy
13,024
+68
+0.5% +$4.95K 0.05% 125
2025
Q3 		$951K Buy
12,956
+704
+6% +$50.6K 0.05% 126
2025
Q2 		$857K Buy
12,252
+1,928
+19% +$127K 0.05% 134
2025
Q1 		$668K Buy
10,324
+124
+1% +$8.32K 0.04% 141
2024
Q4 		$674K Buy
10,200
+996
+11% +$67.6K 0.04% 149
2024
Q3 		$607K Buy
9,204
+3,480
+61% +$218K 0.04% 155
2024
Q2 		$333K Hold
5,724
– – 0.02% 180
2024
Q1 		$333K Hold
5,724
– – 0.02% 181
2023
Q4 		$333K Hold
5,724
– – 0.02% 181
2023
Q3 		$298K Hold
5,724
– – 0.02% 185
2023
Q2 		$315K Buy
5,724
+1,024
+22% +$53.7K 0.02% 189
2023
Q1 		$248K Buy
4,700
+220
+5% +$11.7K 0.02% 218
2022
Q4 		$228K Hold
4,480
– – 0.02% 223
2022
Q3 		$211K Hold
4,480
– – 0.02% 212
2022
Q2 		$221K Sell
4,480
-380
-8% -$20.5K 0.02% 246
2022
Q1 		$289K Sell
4,860
-216
-4% -$12.7K 0.02% 231
2021
Q4 		$323K Hold
5,076
– – 0.02% 222
2021
Q3 		$300K Hold
5,076
– – 0.02% 222
2021
Q2 		$301K Hold
5,076
– – 0.02% 219
2021
Q1 		$281K Hold
5,076
– – 0.02% 212
2020
Q4 		$262K Hold
5,076
– – 0.02% 205
2020
Q3 		$224K Hold
5,076
– – 0.02% 201
2020
Q2 		$208K Buy
+5,076
New +$194K 0.02% 199
2018
Q1 		– Sell
-16,460
Closed -$637K – 232
2017
Q4 		$637K Buy
16,460
+2,020
+14% +$76.3K 0.07% 124
2017
Q3 		$531K Hold
14,440
– – 0.06% 130
2017
Q2 		$514K Buy
14,440
+20
+0.1% +$707 0.06% 134
2017
Q1 		$502K Buy
14,420
+7,860
+120% +$270K 0.06% 141
2016
Q4 		$216K Buy
+6,560
New +$212K 0.03% 205

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Guyasuta Investment Advisors's VO Position: Q2 2026 in Review

Guyasuta Investment Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1% in Q2 2026, buying an estimated $11.4K and bringing the position to 14,919 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #120.

Guyasuta Investment Advisors first reported a position in VO in Q4 2016 and has held it in 30 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Guyasuta Investment Advisors held 14,919 shares of Vanguard Morningstar Mid-Cap ETF worth $1.2M as of Q2 2026.
  • Guyasuta Investment Advisors bought 147 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $11.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Guyasuta Investment Advisors's portfolio in Q2 2026, its #120 holding.
  • Guyasuta Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 30 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Guyasuta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.