1ST Source Bank’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

1ST Source Bank’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	$448K	Hold	5,564	–	–	0.02%	217
2026 Q1	$399K	Buy	5,564 +80	+1%	+$5.94K	0.02%	222
2025 Q4	$398K	Hold	5,484	–	–	0.02%	215
2025 Q3	$403K	Hold	5,484	–	–	0.02%	213
2025 Q2	$384K	Sell	5,484 -8	-0.1%	-$525	0.02%	217
2025 Q1	$355K	Sell	5,492 -40	-0.7%	-$2.68K	0.02%	217
2024 Q4	$365K	Buy	5,532 +440	+9%	+$29.9K	0.02%	215
2024 Q3	$336K	Hold	5,092	–	–	0.02%	222
2024 Q2	$308K	Hold	5,092	–	–	0.02%	223
2024 Q1	$318K	Hold	5,092	–	–	0.02%	219
2023 Q4	$296K	Hold	5,092	–	–	0.02%	214
2023 Q3	$265K	Sell	5,092 -252	-5%	-$13.8K	0.02%	216
2023 Q2	$294K	Hold	5,344	–	–	0.02%	213
2023 Q1	$282K	Buy	5,344 +1,200	+29%	+$63.8K	0.02%	218
2022 Q4	$211K	Buy	+4,144	New	+$211K	0.01%	235
2022 Q2	–	Sell	-7,260	Closed	-$432K	–	267
2022 Q1	$432K	Hold	7,260	–	–	0.03%	192
2021 Q4	$462K	Hold	7,260	–	–	0.03%	188
2021 Q3	$430K	Buy	7,260 +360	+5%	+$21.8K	0.03%	187
2021 Q2	$409K	Hold	6,900	–	–	0.03%	194
2021 Q1	$382K	Buy	6,900 +1,500	+28%	+$81.4K	0.03%	194
2020 Q4	$279K	Buy	+5,400	New	+$261K	0.02%	209
2019 Q2	–	Sell	-5,324	Closed	-$214K	–	233
2019 Q1	$214K	Buy	+5,324	New	+$205K	0.02%	220
2018 Q4	–	Sell	-5,324	Closed	-$219K	–	229
2018 Q3	$219K	Hold	5,324	–	–	0.02%	221
2018 Q2	$210K	Sell	5,324 -544	-9%	-$21.4K	0.02%	220
2018 Q1	$226K	Buy	+5,868	New	+$231K	0.02%	209

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 22.96% 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

1ST Source Bank's VO Position: Q2 2026 in Review

1ST Source Bank held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 5,564 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #217.

1ST Source Bank first reported a position in VO in Q1 2018 and has held it in 25 quarters since. The position peaked at $462K in Q4 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

1ST Source Bank held 5,564 shares of Vanguard Morningstar Mid-Cap ETF worth $448K as of Q2 2026.
1ST Source Bank left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of 1ST Source Bank's portfolio in Q2 2026, its #217 holding.
1ST Source Bank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and has held it in 25 quarters since.
1ST Source Bank's Vanguard Morningstar Mid-Cap ETF position peaked at $462K in Q4 2021.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on 1ST Source Bank's 13F filing for Q2 2026, filed 6 Aug 2026.