Bank & Trust Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bank & Trust Company’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	$6.45K	Hold	80	–	–	﹤0.01%	265
2026 Q1	$5.74K	Hold	80	–	–	﹤0.01%	266
2025 Q4	$5.8K	Hold	80	–	–	﹤0.01%	257
2025 Q3	$5.88K	Hold	80	–	–	﹤0.01%	244
2025 Q2	$5.6K	Hold	80	–	–	﹤0.01%	249
2025 Q1	$5.17K	Hold	80	–	–	﹤0.01%	253
2024 Q4	$5.28K	Hold	80	–	–	﹤0.01%	248
2024 Q3	$5.28K	Hold	80	–	–	﹤0.01%	248
2024 Q2	$4.84K	Buy	+80	New	+$4.86K	﹤0.01%	253

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Bank & Trust Company's VO Position: Q2 2026 in Review

Bank & Trust Company held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 80 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Bank & Trust Company first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 1,330 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Bank & Trust Company held 80 shares of Vanguard Morningstar Mid-Cap ETF worth $6.45K as of Q2 2026.
Bank & Trust Company left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Bank & Trust Company's portfolio in Q2 2026, its #265 holding.
Bank & Trust Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bank & Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.