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Exchange Bank’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Exchange Bank’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
Q3 		$237K Buy
3,024
+456
+18% +$37.1K 0.15% 113
2026
Q2 		$207K Buy
+2,568
New +$199K 0.13% 128

Other funds holding VO

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Exchange Bank's VO Position: Q3 2026 in Review

Exchange Bank increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 18% in Q3 2026, buying an estimated $37.1K and bringing the position to 3,024 shares worth $237K. The position accounts for 0.15% of the portfolio, ranked #113.

Exchange Bank first reported a position in VO in Q2 2026 and has held it in 2 quarters since. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Exchange Bank held 3,024 shares of Vanguard Morningstar Mid-Cap ETF worth $237K as of Q3 2026.
  • Exchange Bank bought 456 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $37.1K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.15% of Exchange Bank's portfolio in Q3 2026, its #113 holding.
  • Exchange Bank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Exchange Bank's 13F filing for Q3 2026, filed 7 Oct 2026.