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BTC Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

BTC Capital Management’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
2025
Q2 		– Sell
-7,340
Closed -$475K – 217
2025
Q1 		$475K Buy
+7,340
New +$493K 0.04% 162
2023
Q1 		– Sell
-4,976
Closed -$254K – 246
2022
Q4 		$254K Buy
+4,976
New +$253K 0.03% 225

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BTC Capital Management's VO Position: Q2 2025 in Review

BTC Capital Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2025, closing a stake of 7,340 shares — an estimated $475K sold.

BTC Capital Management first reported a position in VO in Q4 2022 and held it in 2 quarters. The position peaked at $475K in Q1 2025. 2,174 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • BTC Capital Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • BTC Capital Management sold 7,340 Vanguard Morningstar Mid-Cap ETF shares in Q2 2025, an estimated $475K.
  • BTC Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and held it in 2 quarters.
  • BTC Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $475K in Q1 2025.
  • 2,174 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2025.

Based on BTC Capital Management's 13F filing for Q2 2025, filed 11 Jul 2025.