Arvest Bank Trust Division’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Arvest Bank Trust Division’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	$298K	Buy	3,700 +40	+1%	+$3.1K	0.01%	209
2026 Q1	$263K	Sell	3,660 -300	-8%	-$22.3K	0.01%	196
2025 Q4	$287K	Buy	3,960 +300	+8%	+$21.8K	0.02%	179
2025 Q3	$269K	Hold	3,660	–	–	0.01%	183
2025 Q2	$256K	Hold	3,660	–	–	0.01%	169
2025 Q1	$237K	Sell	3,660 -12,704	-78%	-$853K	0.02%	155
2024 Q4	$1.08M	Sell	16,364 -19,972	-55%	-$1.36M	0.07%	107
2024 Q3	$2.4M	Buy	+36,336	New	+$2.28M	0.14%	83

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

Arvest Bank Trust Division's VO Position: Q2 2026 in Review

Arvest Bank Trust Division increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q2 2026, buying an estimated $3.1K and bringing the position to 3,700 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #209.

Arvest Bank Trust Division first reported a position in VO in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.4M in Q3 2024. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Arvest Bank Trust Division held 3,700 shares of Vanguard Morningstar Mid-Cap ETF worth $298K as of Q2 2026.
Arvest Bank Trust Division bought 40 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Arvest Bank Trust Division's portfolio in Q2 2026, its #209 holding.
Arvest Bank Trust Division first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Arvest Bank Trust Division's Vanguard Morningstar Mid-Cap ETF position peaked at $2.4M in Q3 2024.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Arvest Bank Trust Division's 13F filing for Q2 2026, filed 13 Aug 2026.