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

Enterprise 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	$898K	Buy	+12,832	New	+$842K	0.34%	61
2024 Q1	–	Sell	-3,468	Closed	-$202K	–	130
2023 Q4	$202K	Buy	+3,468	New	+$185K	0.07%	121
2023 Q2	–	Sell	-4,968	Closed	-$262K	–	121
2023 Q1	$262K	Hold	4,968	–	–	0.11%	88
2022 Q4	$253K	Hold	4,968	–	–	0.12%	90
2022 Q3	$233K	Hold	4,968	–	–	0.12%	81
2022 Q2	$245K	Buy	4,968 +1,400	+39%	+$75.6K	0.11%	82
2022 Q1	$212K	Hold	3,568	–	–	0.08%	88
2021 Q4	$227K	Sell	3,568 -740	-17%	-$46.4K	0.08%	92
2021 Q3	$255K	Hold	4,308	–	–	0.1%	84
2021 Q2	$256K	Buy	4,308 +640	+17%	+$37.1K	0.1%	86
2021 Q1	$203K	Sell	3,668 -1,880	-34%	-$102K	0.09%	89
2020 Q4	$287K	Hold	5,548	–	–	0.12%	79
2020 Q3	$244K	Buy	+5,548	New	+$242K	0.11%	80
2020 Q2	–	Sell	-8,892	Closed	-$293K	–	87
2020 Q1	$293K	Sell	8,892 -1,488	-14%	-$61.6K	0.17%	68
2019 Q4	$462K	Sell	10,380 -416	-4%	-$17.9K	0.21%	67
2019 Q3	$452K	Buy	10,796 +2,856	+36%	+$119K	0.22%	68
2019 Q2	$332K	Buy	+7,940	New	+$325K	0.17%	69

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Enterprise Bank & Trust opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2025: 12,832 shares worth $898K. The stake represents 0.34% of the portfolio and ranks #61 among its holdings. This is a return to the name: Enterprise Bank & Trust previously reported a position in VO as recently as Q4 2023.

Enterprise Bank & Trust first reported a position in VO in Q2 2019 and has held it in 17 quarters since. 2,169 funds tracked by Wall St. Rank hold VO as of Q2 2025.

Enterprise Bank & Trust held 12,832 shares of Vanguard Morningstar Mid-Cap ETF worth $898K as of Q2 2025.
Vanguard Morningstar Mid-Cap ETF was a new Enterprise Bank & Trust position in Q2 2025.
Vanguard Morningstar Mid-Cap ETF made up 0.34% of Enterprise Bank & Trust's portfolio in Q2 2025, its #61 holding.
Enterprise Bank & Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and has held it in 17 quarters since.
2,169 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.