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

Equitable 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 		$777K Buy
9,639
+3,371
+54% +$261K 0.03% 268
2026
Q1 		$450K Hold
6,268
– – 0.02% 340
2025
Q4 		$455K Sell
6,268
-312
-5% -$22.7K 0.02% 327
2025
Q3 		$483K Hold
6,580
– – 0.02% 322
2025
Q2 		$460K Hold
6,580
– – 0.02% 317
2025
Q1 		$425K Buy
+6,580
New +$442K 0.02% 336

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

Equitable Trust's VO Position: Q2 2026 in Review

Equitable Trust increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 54% in Q2 2026, buying an estimated $261K and bringing the position to 9,639 shares worth $777K. The position accounts for 0.03% of the portfolio, ranked #268.

Equitable Trust first reported a position in VO in Q1 2025 and has held it in 6 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Equitable Trust held 9,639 shares of Vanguard Morningstar Mid-Cap ETF worth $777K as of Q2 2026.
  • Equitable Trust bought 3,371 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $261K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Equitable Trust's portfolio in Q2 2026, its #268 holding.
  • Equitable Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.