Citizens National Bank Trust Department’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Citizens National Bank 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	$379K	Hold	4,708	–	–	0.06%	160
2026 Q1	$338K	Hold	4,708	–	–	0.06%	165
2025 Q4	$342K	Hold	4,708	–	–	0.06%	160
2025 Q3	$346K	Hold	4,708	–	–	0.06%	157
2025 Q2	$329K	Hold	4,708	–	–	0.07%	153
2025 Q1	$304K	Buy	4,708 +4,116	+695%	+$276K	0.07%	150
2024 Q4	$39.1K	Hold	592	–	–	0.01%	238
2024 Q3	$39K	Hold	592	–	–	0.01%	235
2024 Q2	$35.8K	Hold	592	–	–	0.01%	239
2024 Q1	$37K	Hold	592	–	–	0.01%	234
2023 Q4	$34.4K	Hold	592	–	–	0.01%	227
2023 Q3	$30.8K	Hold	592	–	–	0.01%	227
2023 Q2	$32.6K	Hold	592	–	–	0.01%	228
2023 Q1	$31.2K	Hold	592	–	–	0.01%	225
2022 Q4	$30K	Hold	592	–	–	0.01%	226
2022 Q3	$28K	Hold	592	–	–	0.01%	228
2022 Q2	$29K	Hold	592	–	–	0.01%	231
2022 Q1	$32K	Buy	+592	New	+$34.7K	0.01%	216

Other funds holding VO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Citizens National Bank Trust Department's VO Position: Q2 2026 in Review

Citizens National Bank Trust Department held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 4,708 shares worth $379K. The position accounts for 0.06% of the portfolio, ranked #160.

Citizens National Bank Trust Department first reported a position in VO in Q1 2022 and has held it in 18 quarters since. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Citizens National Bank Trust Department held 4,708 shares of Vanguard Morningstar Mid-Cap ETF worth $379K as of Q2 2026.
Citizens National Bank Trust Department left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #160 holding.
Citizens National Bank Trust Department first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.