BankPlus Trust Department’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

BankPlus Trust Department’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	$102K	Buy	1,268 +124	+11%	+$9.61K	0.02%	229
2026 Q1	$82.1K	Hold	1,144	–	–	0.02%	233
2025 Q4	$83K	Buy	1,144 +44	+4%	+$3.2K	0.02%	225
2025 Q3	$80.8K	Hold	1,100	–	–	0.02%	222
2025 Q2	$77K	Hold	1,100	–	–	0.02%	208
2025 Q1	$71.1K	Hold	1,100	–	–	0.02%	198
2024 Q4	$72.6K	Buy	+1,100	New	+$74.7K	0.02%	193

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

BankPlus Trust Department's VO Position: Q2 2026 in Review

BankPlus Trust Department increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q2 2026, buying an estimated $9.61K and bringing the position to 1,268 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #229.

BankPlus Trust Department first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

BankPlus Trust Department held 1,268 shares of Vanguard Morningstar Mid-Cap ETF worth $102K as of Q2 2026.
BankPlus Trust Department bought 124 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $9.61K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of BankPlus Trust Department's portfolio in Q2 2026, its #229 holding.
BankPlus Trust Department first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.