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Citizens Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Citizens Financial Group’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 		$67M Buy
831,448
+1,480
+0.2% +$115K 0.81% 26
2026
Q1 		$59.6M Buy
829,968
+28,236
+4% +$2.1M 0.83% 25
2025
Q4 		$58.2M Buy
801,732
+23,412
+3% +$1.7M 0.78% 25
2025
Q3 		$57.4M Buy
778,320
+11,656
+2% +$837K 0.79% 25
2025
Q2 		$53.8M Sell
766,664
-26,352
-3% -$1.73M 0.87% 25
2025
Q1 		$51.3M Buy
793,016
+19,116
+2% +$1.28M 1.01% 20
2024
Q4 		$51.1M Buy
773,900
+49,588
+7% +$3.37M 1% 19
2024
Q3 		$47.8M Buy
724,312
+85,112
+13% +$5.34M 0.96% 21
2024
Q2 		$38.8M Buy
639,200
+617,488
+2,844% +$37.5M 0.86% 23
2024
Q1 		$1.36M Sell
21,712
-2,220
-9% -$131K 0.05% 183
2023
Q4 		$1.39M Buy
23,932
+7,412
+45% +$396K 0.05% 192
2023
Q3 		$860K Buy
16,520
+588
+4% +$32.2K 0.04% 203
2023
Q2 		$877K Sell
15,932
-168
-1% -$8.81K 0.03% 224
2023
Q1 		$849K Sell
16,100
-2,472
-13% -$132K 0.03% 238
2022
Q4 		$946K Sell
18,572
-4
-0% -$204 0.04% 199
2022
Q3 		$873K Sell
18,576
-368
-2% -$19.2K 0.04% 205
2022
Q2 		$933K Buy
18,944
+356
+2% +$19.2K 0.04% 205
2022
Q1 		$1.1M Buy
18,588
+1,368
+8% +$80.3K 0.04% 201
2021
Q4 		$1.1M Buy
17,220
+2,688
+18% +$168K 0.04% 209
2021
Q3 		$860K Buy
14,532
+8,068
+125% +$488K 0.03% 224
2021
Q2 		$384K Buy
+6,464
New +$375K 0.02% 268
2020
Q3 		– Sell
-1,296
Closed -$53K – 915
2020
Q2 		$53K Buy
+1,296
New +$49.6K ﹤0.01% 461
2020
Q1 		– Sell
-2,924
Closed -$130K – 1238
2019
Q4 		$130K Buy
2,924
+8
+0.3% +$344 0.01% 305
2019
Q3 		$122K Buy
+2,916
New +$122K 0.01% 268
2019
Q2 		– Sell
-1,748
Closed -$71K – 862
2019
Q1 		$71K Buy
+1,748
New +$67.2K 0.01% 324

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

Citizens Financial Group's VO Position: Q2 2026 in Review

Citizens Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.18% in Q2 2026, buying an estimated $115K and bringing the position to 831,448 shares worth $67M. The position accounts for 0.81% of the portfolio, ranked #26.

Citizens Financial Group first reported a position in VO in Q1 2019 and has held it in 25 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Citizens Financial Group held 831,448 shares of Vanguard Morningstar Mid-Cap ETF worth $67M as of Q2 2026.
  • Citizens Financial Group bought 1,480 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $115K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.81% of Citizens Financial Group's portfolio in Q2 2026, its #26 holding.
  • Citizens Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 25 quarters since.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.