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

ESL Trust Services’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	$40.3K	Hold	500	–	–	0.01%	164
2026 Q1	$35.9K	Hold	500	–	–	0.01%	154
2025 Q4	$36.3K	Hold	500	–	–	0.01%	154
2025 Q3	$36.7K	Hold	500	–	–	0.01%	149
2025 Q2	$35K	Sell	500 -20	-4%	-$1.31K	0.01%	148
2025 Q1	$33.6K	Hold	520	–	–	0.01%	152
2024 Q4	$34.3K	Hold	520	–	–	0.01%	161
2024 Q3	$34.3K	Hold	520	–	–	0.01%	72
2024 Q2	$31.5K	Hold	520	–	–	0.01%	77
2024 Q1	$32.5K	Buy	+520	New	+$30.7K	0.01%	72

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

ESL Trust Services's VO Position: Q2 2026 in Review

ESL Trust Services held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 500 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #164.

ESL Trust Services first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

ESL Trust Services held 500 shares of Vanguard Morningstar Mid-Cap ETF worth $40.3K as of Q2 2026.
ESL Trust Services left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of ESL Trust Services's portfolio in Q2 2026, its #164 holding.
ESL Trust Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on ESL Trust Services's 13F filing for Q2 2026, filed 13 Aug 2026.