GW&K Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

GW&K Investment 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	$1.44M	Buy	17,860 +512	+3%	+$39.7K	0.01%	330
2026 Q1	$1.25M	Hold	17,348	–	–	0.01%	327
2025 Q4	$1.26M	Hold	17,348	–	–	0.01%	326
2025 Q3	$1.27M	Buy	17,348 +8,136	+88%	+$584K	0.01%	327
2025 Q2	$644K	Hold	9,212	–	–	0.01%	332
2025 Q1	$596K	Hold	9,212	–	–	0.01%	337
2024 Q4	$608K	Hold	9,212	–	–	0.01%	335
2024 Q3	$608K	Hold	9,212	–	–	0.01%	328
2024 Q2	$558K	Hold	9,212	–	–	0.01%	329
2024 Q1	$575K	Hold	9,212	–	–	0.01%	324
2023 Q4	$536K	Hold	9,212	–	–	0.01%	329
2023 Q3	$480K	Buy	+9,212	New	+$505K	﹤0.01%	328

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

GW&K Investment Management's VO Position: Q2 2026 in Review

GW&K Investment Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3% in Q2 2026, buying an estimated $39.7K and bringing the position to 17,860 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #330.

GW&K Investment Management first reported a position in VO in Q3 2023 and has held it in 12 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

GW&K Investment Management held 17,860 shares of Vanguard Morningstar Mid-Cap ETF worth $1.44M as of Q2 2026.
GW&K Investment Management bought 512 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $39.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of GW&K Investment Management's portfolio in Q2 2026, its #330 holding.
GW&K Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.