Bank of Jackson Hole Trust’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bank of Jackson Hole 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	–	Sell	-5,732	Closed	-$412K	–	454
2026 Q1	$412K	Buy	5,732 +100	+2%	+$7.43K	0.2%	101
2025 Q4	$409K	Hold	5,632	–	–	0.19%	98
2025 Q3	$414K	Hold	5,632	–	–	0.21%	100
2025 Q2	$394K	Sell	5,632 -460	-8%	-$30.2K	0.22%	92
2025 Q1	$412K	Buy	6,092 +32	+0.5%	+$2.15K	0.27%	84
2024 Q4	$400K	Buy	+6,060	New	+$411K	0.27%	82

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

Bank of Jackson Hole Trust's VO Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 5,732 shares — an estimated $412K sold.

Bank of Jackson Hole Trust first reported a position in VO in Q4 2024 and held it in 6 quarters. The position peaked at $414K in Q3 2025. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Bank of Jackson Hole Trust reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Bank of Jackson Hole Trust sold 5,732 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $412K.
Bank of Jackson Hole Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and held it in 6 quarters.
Bank of Jackson Hole Trust's Vanguard Morningstar Mid-Cap ETF position peaked at $414K in Q3 2025.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.