GW&K Investment Management’s Vanguard 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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

GW&K Investment Management's VO Position: Q1 2026 in Review

GW&K Investment Management held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 17,348 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #327.

GW&K Investment Management first reported a position in VO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.27M in Q3 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

GW&K Investment Management held 17,348 shares of Vanguard Mid-Cap ETF worth $1.25M as of Q1 2026.
GW&K Investment Management left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.01% of GW&K Investment Management's portfolio in Q1 2026, its #327 holding.
GW&K Investment Management first reported a position in Vanguard Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
GW&K Investment Management's Vanguard Mid-Cap ETF position peaked at $1.27M in Q3 2025.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.