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Berkshire Bank’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Berkshire Bank’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 		$690K Hold
8,560
– – 0.13% 89
2026
Q1 		$615K Sell
8,560
-1,648
-16% -$122K 0.13% 99
2025
Q4 		$741K Sell
10,208
-52
-0.5% -$3.78K 0.15% 84
2025
Q3 		$753K Hold
10,260
– – 0.16% 81
2025
Q2 		$718K Sell
10,260
-60
-0.6% -$3.94K 0.16% 84
2025
Q1 		$667K Buy
10,320
+160
+2% +$10.7K 0.16% 85
2024
Q4 		$671K Buy
+10,160
New +$690K 0.16% 86

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
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
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

Berkshire Bank's VO Position: Q2 2026 in Review

Berkshire Bank held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 8,560 shares worth $690K. The position accounts for 0.13% of the portfolio, ranked #89.

Berkshire Bank first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $753K in Q3 2025. 1,397 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Berkshire Bank held 8,560 shares of Vanguard Morningstar Mid-Cap ETF worth $690K as of Q2 2026.
  • Berkshire Bank left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.13% of Berkshire Bank's portfolio in Q2 2026, its #89 holding.
  • Berkshire Bank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Berkshire Bank's Vanguard Morningstar Mid-Cap ETF position peaked at $753K in Q3 2025.
  • 1,397 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.