Arlington Trust’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Arlington Trust’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	$314K	Buy	3,893 +505	+15%	+$39.2K	0.03%	83
2026 Q1	$243K	Buy	3,388 +2,436	+256%	+$181K	0.02%	82
2025 Q4	$69.1K	Hold	952	–	–	0.01%	177
2025 Q3	$69.9K	Hold	952	–	–	0.01%	319
2025 Q2	$66.6K	Sell	952 -400	-30%	-$26.3K	0.01%	321
2025 Q1	$87.4K	Buy	1,352 +932	+222%	+$62.5K	0.02%	286
2024 Q4	$27.7K	Hold	420	–	–	0.01%	397
2024 Q3	$27.7K	Hold	420	–	–	0.01%	386
2024 Q2	$25.4K	Hold	420	–	–	0.01%	387
2024 Q1	$26.2K	Sell	420 -180	-30%	-$10.6K	0.01%	319
2023 Q4	$34.9K	Buy	+600	New	+$32.1K	0.01%	312

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

Arlington Trust's VO Position: Q2 2026 in Review

Arlington Trust increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 15% in Q2 2026, buying an estimated $39.2K and bringing the position to 3,893 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #83.

Arlington Trust first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Arlington Trust held 3,893 shares of Vanguard Morningstar Mid-Cap ETF worth $314K as of Q2 2026.
Arlington Trust bought 505 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $39.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Arlington Trust's portfolio in Q2 2026, its #83 holding.
Arlington Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.