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Dakota Community Bank & Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

Dakota Community Bank & Trust’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
-72
Closed -$4.66K – 118
2025
Q1 		$4.66K Sell
72
-280
-80% -$18.8K 0.02% 105
2024
Q4 		$23.2K Buy
+352
New +$23.9K 0.11% 87
2023
Q1 		– Sell
-3,664
Closed -$187K – 132
2022
Q4 		$187K Buy
+3,664
New +$187K 1.06% 36

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Creative Planning
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dakota Community Bank & Trust's VO Position: Q2 2025 in Review

Dakota Community Bank & Trust sold out of Vanguard Mid-Cap ETF (VO) in Q2 2025, closing a stake of 72 shares — an estimated $4.66K sold.

Dakota Community Bank & Trust first reported a position in VO in Q4 2022 and held it in 3 quarters. The position peaked at $187K in Q4 2022. 2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Dakota Community Bank & Trust reported no remaining Vanguard Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Dakota Community Bank & Trust sold 72 Vanguard Mid-Cap ETF shares in Q2 2025, an estimated $4.66K.
  • Dakota Community Bank & Trust first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and held it in 3 quarters.
  • Dakota Community Bank & Trust's Vanguard Mid-Cap ETF position peaked at $187K in Q4 2022.
  • 2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Dakota Community Bank & Trust's 13F filing for Q2 2025, filed 23 Sep 2025.