City National Bank of Florida’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

City National Bank of Florida’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	$3.71M	Buy	+45,994	New	+$3.57M	1.55%	14

Other funds holding VO

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JFG

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

NHC

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

City National Bank of Florida's VO Position: Q2 2026 in Review

City National Bank of Florida opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 45,994 shares worth $3.71M. The stake represents 1.55% of the portfolio and ranks #14 among its holdings.

2,070 funds tracked by Wall St. Rank hold VO as of Q2 2026.

City National Bank of Florida held 45,994 shares of Vanguard Morningstar Mid-Cap ETF worth $3.71M as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new City National Bank of Florida position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 1.55% of City National Bank of Florida's portfolio in Q2 2026, its #14 holding.
2,070 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on City National Bank of Florida's 13F filing for Q2 2026, filed 15 Jul 2026.