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Dorsey & Whitney Trust’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Dorsey & Whitney 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
2026
Q2 		$2.23M Sell
27,678
-90
-0.3% -$6.98K 0.11% 176
2026
Q1 		$1.99M Sell
27,768
-20
-0.1% -$1.49K 0.11% 175
2025
Q4 		$2.02M Buy
27,788
+5,380
+24% +$391K 0.11% 167
2025
Q3 		$1.65M Sell
22,408
-2,544
-10% -$183K 0.09% 184
2025
Q2 		$1.75M Sell
24,952
-3,500
-12% -$230K 0.09% 185
2025
Q1 		$1.84M Hold
28,452
– – 0.11% 172
2024
Q4 		$1.88M Buy
28,452
+2,968
+12% +$201K 0.1% 173
2024
Q3 		$1.68M Buy
25,484
+288
+1% +$18.1K 0.09% 183
2024
Q2 		$1.52M Sell
25,196
-1,796
-7% -$109K 0.11% 160
2024
Q1 		$1.69M Hold
26,992
– – 0.12% 152
2023
Q4 		$1.57M Hold
26,992
– – 0.12% 160
2023
Q3 		$1.41M Hold
26,992
– – 0.12% 154
2023
Q2 		$1.49M Sell
26,992
-36
-0.1% -$1.89K 0.12% 158
2023
Q1 		$1.43M Buy
27,028
+5,228
+24% +$278K 0.13% 155
2022
Q4 		$1.11M Sell
21,800
-880
-4% -$44.8K 0.11% 175
2022
Q3 		$1.07M Hold
22,680
– – 0.11% 174
2022
Q2 		$1.12M Hold
22,680
– – 0.11% 171
2022
Q1 		$1.35M Hold
22,680
– – 0.12% 162
2021
Q4 		$1.45M Sell
22,680
-2,940
-11% -$184K 0.12% 162
2021
Q3 		$1.52M Hold
25,620
– – 0.14% 142
2021
Q2 		$1.52M Hold
25,620
– – 0.14% 142
2021
Q1 		$1.42M Sell
25,620
-80
-0.3% -$4.34K 0.14% 149
2020
Q4 		$1.33M Buy
25,700
+2,280
+10% +$110K 0.15% 132
2020
Q3 		$1.03M Hold
23,420
– – 0.14% 147
2020
Q2 		$960K Buy
23,420
+14,064
+150% +$539K 0.13% 152
2020
Q1 		$307K Buy
9,356
+136
+1% +$5.63K 0.05% 268
2019
Q4 		$411K Sell
9,220
-300
-3% -$12.9K 0.05% 263
2019
Q3 		$399K Hold
9,520
– – 0.06% 256
2019
Q2 		$398K Hold
9,520
– – 0.06% 245
2019
Q1 		$383K Hold
9,520
– – 0.06% 242
2018
Q4 		$329K Buy
9,520
+920
+11% +$34.5K 0.06% 237
2018
Q3 		$353K Buy
+8,600
New +$351K 0.05% 247

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

Dorsey & Whitney Trust's VO Position: Q2 2026 in Review

Dorsey & Whitney Trust reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.32% in Q2 2026, selling an estimated $6.98K and leaving 27,678 shares worth $2.23M. The position accounts for 0.11% of the portfolio, ranked #176.

Dorsey & Whitney Trust first reported a position in VO in Q3 2018 and has held it in 32 quarters since. 2,483 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Dorsey & Whitney Trust held 27,678 shares of Vanguard Morningstar Mid-Cap ETF worth $2.23M as of Q2 2026.
  • Dorsey & Whitney Trust sold 90 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.98K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.11% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #176 holding.
  • Dorsey & Whitney Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2018 and has held it in 32 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.