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Atlantic Union Bankshares’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Atlantic Union Bankshares’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 		$4.48M Buy
55,597
+4,501
+9% +$349K 0.07% 216
2026
Q1 		$3.67M Sell
51,096
-376
-0.7% -$27.9K 0.07% 217
2025
Q4 		$3.73M Buy
51,472
+788
+2% +$57.3K 0.07% 221
2025
Q3 		$3.72M Buy
50,684
+188
+0.4% +$13.5K 0.07% 230
2025
Q2 		$3.53M Buy
50,496
+26,976
+115% +$1.77M 0.08% 210
2025
Q1 		$1.52M Buy
23,520
+712
+3% +$47.8K 0.09% 156
2024
Q4 		$1.51M Sell
22,808
-260
-1% -$17.7K 0.09% 163
2024
Q3 		$1.52M Buy
23,068
+3,664
+19% +$230K 0.09% 172
2024
Q2 		$1.17M Buy
19,404
+7,092
+58% +$431K 0.07% 182
2024
Q1 		$769K Hold
12,312
– – 0.06% 188
2023
Q4 		$716K Sell
12,312
-200
-2% -$10.7K 0.07% 191
2023
Q3 		$651K Hold
12,512
– – 0.07% 193
2023
Q2 		$689K Hold
12,512
– – 0.07% 191
2023
Q1 		$660K Sell
12,512
-108
-0.9% -$5.75K 0.07% 168
2022
Q4 		$643K Sell
12,620
-6,844
-35% -$349K 0.07% 159
2022
Q3 		$915K Sell
19,464
-424
-2% -$22.2K 0.11% 131
2022
Q2 		$979K Buy
19,888
+6,184
+45% +$334K 0.1% 133
2022
Q1 		$815K Sell
13,704
-400
-3% -$23.5K 0.07% 152
2021
Q4 		$898K Hold
14,104
– – 0.08% 145
2021
Q3 		$835K Sell
14,104
-2,440
-15% -$147K 0.08% 157
2021
Q2 		$982K Buy
16,544
+2,000
+14% +$116K 0.09% 148
2021
Q1 		$805K Buy
14,544
+1,460
+11% +$79.2K 0.08% 155
2020
Q4 		$676K Buy
13,084
+292
+2% +$14.1K 0.07% 165
2020
Q3 		$564K Hold
12,792
– – 0.07% 169
2020
Q2 		$524K Hold
12,792
– – 0.07% 174
2020
Q1 		$421K Buy
+12,792
New +$530K 0.06% 181

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Atlantic Union Bankshares's VO Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.8% in Q2 2026, buying an estimated $349K and bringing the position to 55,597 shares worth $4.48M. The position accounts for 0.07% of the portfolio, ranked #216.

Atlantic Union Bankshares first reported a position in VO in Q1 2020 and has held it in 26 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Atlantic Union Bankshares held 55,597 shares of Vanguard Morningstar Mid-Cap ETF worth $4.48M as of Q2 2026.
  • Atlantic Union Bankshares bought 4,501 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $349K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.07% of Atlantic Union Bankshares's portfolio in Q2 2026, its #216 holding.
  • Atlantic Union Bankshares first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.