Country Trust Bank’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$96.5M Sell
1,197,848
-226,636
-16% -$17.6M 1.69% 19
2026
Q1
$102M Buy
1,424,484
+32,044
+2% +$2.38M 1.94% 12
2025
Q4
$101M Buy
1,392,440
+660,088
+90% +$48M 1.83% 14
2025
Q3
$53.8M Buy
732,352
+312,892
+75% +$22.5M 1.18% 22
2025
Q2
$29.3M Buy
419,460
+59,696
+17% +$3.92M 0.66% 49
2025
Q1
$23.3M Sell
359,764
-19,960
-5% -$1.34M 0.59% 62
2024
Q4
$25.1M Buy
379,724
+31,744
+9% +$2.16M 0.63% 58
2024
Q3
$23M Sell
347,980
-1,260
-0.4% -$79.1K 0.56% 64
2024
Q2
$21.1M Sell
349,240
-348,280
-50% -$21.2M 0.53% 66
2024
Q1
$43.6M Sell
697,520
-60,980
-8% -$3.6M 1.13% 28
2023
Q4
$44.1M Buy
758,500
+12,712
+2% +$679K 1.23% 25
2023
Q3
$38.8M Sell
745,788
-439,336
-37% -$24.1M 1.14% 27
2023
Q2
$65.2M Buy
1,185,124
+44
+0% +$2.31K 1.76% 15
2023
Q1
$62.5M Sell
1,185,080
-73,092
-6% -$3.89M 1.78% 13
2022
Q4
$64.1M Buy
1,258,172
+17,892
+1% +$911K 1.9% 11
2022
Q3
$58.3M Buy
1,240,280
+1,232,952
+16,825% +$64.4M 1.83% 11
2022
Q2
$361K Sell
7,328
-228
-3% -$12.3K 0.01% 107
2022
Q1
$449K Sell
7,556
-11,024
-59% -$647K 0.01% 107
2021
Q4
$1.18M Buy
18,580
+16,692
+884% +$1.05M 0.03% 95
2021
Q3
$112K Hold
1,888
﹤0.01% 159
2021
Q2
$112K Sell
1,888
-784
-29% -$45.4K ﹤0.01% 155
2021
Q1
$148K Buy
2,672
+488
+22% +$26.5K ﹤0.01% 144
2020
Q4
$113K Sell
2,184
-840
-28% -$40.7K ﹤0.01% 147
2020
Q3
$133K Buy
3,024
+932
+45% +$40.6K 0.01% 132
2020
Q2
$86K Sell
2,092
-1,456
-41% -$55.8K ﹤0.01% 129
2020
Q1
$117K Sell
3,548
-104
-3% -$4.31K 0.01% 118
2019
Q4
$163K Buy
3,652
+104
+3% +$4.47K 0.01% 116
2019
Q3
$149K Sell
3,548
-64
-2% -$2.67K 0.01% 113
2019
Q2
$151K Sell
3,612
-1,096
-23% -$44.8K 0.01% 111
2019
Q1
$189K Sell
4,708
-107,212
-96% -$4.12M 0.01% 112
2018
Q4
$3.87M Buy
+111,920
New +$4.2M 0.19% 82
2016
Q1
Sell
-8,900
Closed -$267K 221
2015
Q4
$267K Buy
+8,900
New +$271K 0.01% 104

Other funds holding VO

Country Trust Bank's VO Position: Q2 2026 in Review

Country Trust Bank reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 16% in Q2 2026, selling an estimated $17.6M and leaving 1,197,848 shares worth $96.5M. The position accounts for 1.69% of the portfolio, ranked #19.

Country Trust Bank first reported a position in VO in Q4 2015 and has held it in 32 quarters since. The position peaked at $102M in Q1 2026. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Country Trust Bank held 1,197,848 shares of Vanguard Morningstar Mid-Cap ETF worth $96.5M as of Q2 2026.
  • Country Trust Bank sold 226,636 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $17.6M.
  • Vanguard Morningstar Mid-Cap ETF made up 1.69% of Country Trust Bank's portfolio in Q2 2026, its #19 holding.
  • Country Trust Bank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2015 and has held it in 32 quarters since.
  • Country Trust Bank's Vanguard Morningstar Mid-Cap ETF position peaked at $102M in Q1 2026.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.