Arrow Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Arrow Financial’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	$24M	Sell	297,279 -10,981	-4%	-$851K	2.15%	9
2026 Q1	$22.1M	Sell	308,260 -73,764	-19%	-$5.48M	2.23%	9
2025 Q4	$27.7M	Sell	382,024 -17,848	-4%	-$1.3M	2.76%	9
2025 Q3	$29.4M	Sell	399,872 -13,120	-3%	-$942K	3%	8
2025 Q2	$28.9M	Sell	412,992 -22,068	-5%	-$1.45M	3.04%	8
2025 Q1	$28.1M	Sell	435,060 -8,884	-2%	-$596K	3.14%	9
2024 Q4	$29.3M	Sell	443,944 -20,452	-4%	-$1.39M	2.78%	9
2024 Q3	$30.6M	Sell	464,396 -18,984	-4%	-$1.19M	2.83%	9
2024 Q2	$29.3M	Sell	483,380 -45,004	-9%	-$2.73M	2.85%	9
2024 Q1	$33M	Sell	528,384 -20,012	-4%	-$1.18M	3.28%	7
2023 Q4	$31.9M	Sell	548,396 -12,676	-2%	-$677K	3.31%	7
2023 Q3	$29.2M	Sell	561,072 -30,972	-5%	-$1.7M	3.42%	6
2023 Q2	$32.6M	Sell	592,044 -5,840	-1%	-$306K	3.93%	4
2023 Q1	$31.5M	Sell	597,884 -21,756	-4%	-$1.16M	4.11%	5
2022 Q4	$31.6M	Sell	619,640 -41,564	-6%	-$2.12M	4.28%	5
2022 Q3	$31.1M	Sell	661,204 -6,464	-1%	-$338K	4.53%	5
2022 Q2	$32.9M	Sell	667,668 -130,072	-16%	-$7.03M	4.48%	6
2022 Q1	$47.4M	Sell	797,740 -348,116	-30%	-$20.4M	5.68%	3
2021 Q4	$73M	Sell	1,145,856 -36,020	-3%	-$2.26M	8.64%	2
2021 Q3	$70M	Sell	1,181,876 -22,524	-2%	-$1.36M	9.03%	2
2021 Q2	$71.5M	Sell	1,204,400 -38,128	-3%	-$2.21M	9.07%	2
2021 Q1	$68.8M	Buy	+1,242,528	New	+$67.4M	9.12%	2
2020 Q3	–	Sell	-5,632	Closed	-$231K	–	319
2020 Q2	$231K	Hold	5,632	–	–	0.05%	144
2020 Q1	$185K	Hold	5,632	–	–	0.04%	151
2019 Q4	$251K	Hold	5,632	–	–	0.05%	148
2019 Q3	$236K	Hold	5,632	–	–	0.05%	157
2019 Q2	$235K	Hold	5,632	–	–	0.05%	159
2019 Q1	$226K	Hold	5,632	–	–	0.05%	165
2018 Q4	$195K	Hold	5,632	–	–	0.05%	156
2018 Q3	$231K	Sell	5,632 -1,208	-18%	-$49.3K	0.05%	165
2018 Q2	$270K	Hold	6,840	–	–	0.06%	152
2018 Q1	$264K	Buy	+6,840	New	+$269K	0.06%	153

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

Arrow Financial's VO Position: Q2 2026 in Review

Arrow Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.6% in Q2 2026, selling an estimated $851K and leaving 297,279 shares worth $24M. The position accounts for 2.15% of the portfolio, ranked #9.

Arrow Financial first reported a position in VO in Q1 2018 and has held it in 32 quarters since. The position peaked at $73M in Q4 2021. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Arrow Financial held 297,279 shares of Vanguard Morningstar Mid-Cap ETF worth $24M as of Q2 2026.
Arrow Financial sold 10,981 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $851K.
Vanguard Morningstar Mid-Cap ETF made up 2.15% of Arrow Financial's portfolio in Q2 2026, its #9 holding.
Arrow Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and has held it in 32 quarters since.
Arrow Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $73M in Q4 2021.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Arrow Financial's 13F filing for Q2 2026, filed 31 Jul 2026.