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Blue Trust Inc’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Blue Trust Inc’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 		$2.73M Sell
33,842
-1,074
-3% -$83.3K 0.03% 161
2026
Q1 		$2.51M Buy
34,916
+1,524
+5% +$113K 0.03% 161
2025
Q4 		$2.42M Buy
33,392
+924
+3% +$67.2K 0.03% 172
2025
Q3 		$2.38M Buy
32,468
+15,632
+93% +$1.12M 0.03% 169
2025
Q2 		$1.18M Buy
16,836
+4,812
+40% +$316K 0.01% 243
2025
Q1 		$777K Sell
12,024
-728
-6% -$48.9K 0.01% 296
2024
Q4 		$842K Buy
12,752
+1,940
+18% +$132K 0.01% 260
2024
Q3 		$654K Sell
10,812
-1,152
-10% -$72.3K 0.01% 370
2024
Q2 		$747K Hold
11,964
– – 0.01% 267
2024
Q1 		$747K Buy
11,964
+256
+2% +$15.1K 0.01% 215
2023
Q4 		$610K Sell
11,708
-52,720
-82% -$2.82M 0.01% 215
2023
Q3 		$3.55M Sell
64,428
-392
-0.6% -$21.5K 0.05% 73
2023
Q2 		$3.42M Buy
64,820
+372
+0.6% +$19.5K 0.05% 76
2023
Q1 		$3.28M Sell
64,448
-2,508
-4% -$133K 0.05% 87
2022
Q4 		$3.15M Buy
66,956
+65,644
+5,003% +$3.34M 0.06% 86
2022
Q3 		$65K Buy
1,312
+400
+44% +$20.9K ﹤0.01% 670
2022
Q2 		$54K Buy
+912
New +$49.3K ﹤0.01% 666

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

Blue Trust Inc's VO Position: Q2 2026 in Review

Blue Trust Inc reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.1% in Q2 2026, selling an estimated $83.3K and leaving 33,842 shares worth $2.73M. The position accounts for 0.03% of the portfolio, ranked #161.

Blue Trust Inc first reported a position in VO in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.55M in Q3 2023. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Blue Trust Inc held 33,842 shares of Vanguard Morningstar Mid-Cap ETF worth $2.73M as of Q2 2026.
  • Blue Trust Inc sold 1,074 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $83.3K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Blue Trust Inc's portfolio in Q2 2026, its #161 holding.
  • Blue Trust Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Vanguard Morningstar Mid-Cap ETF position peaked at $3.55M in Q3 2023.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.