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

First American 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 Q2	$4.65M	Buy	57,774 +4,262	+8%	+$330K	0.26%	68
2026 Q1	$3.84M	Buy	53,512 +4,104	+8%	+$305K	0.24%	81
2025 Q4	$3.58M	Sell	49,408 -3,776	-7%	-$275K	0.22%	81
2025 Q3	$3.91M	Buy	53,184 +1,472	+3%	+$106K	0.25%	75
2025 Q2	$3.62M	Sell	51,712 -4,340	-8%	-$285K	0.25%	76
2025 Q1	$3.62M	Buy	56,052 +4,152	+8%	+$279K	0.27%	73
2024 Q4	$3.43M	Buy	51,900 +1,844	+4%	+$125K	0.24%	78
2024 Q3	$3.3M	Sell	50,056 -52	-0.1%	-$3.27K	0.24%	81
2024 Q2	$3.03M	Buy	50,108 +1,180	+2%	+$71.7K	0.23%	81
2024 Q1	$3.06M	Buy	48,928 +4,044	+9%	+$239K	0.23%	84
2023 Q4	$2.61M	Buy	44,884 +13,988	+45%	+$747K	0.22%	88
2023 Q3	$1.61M	Buy	30,896 +11,392	+58%	+$625K	0.15%	102
2023 Q2	$1.07M	Buy	19,504 +8	+0%	+$419	0.09%	121
2023 Q1	$1.03M	Hold	19,496	–	–	0.09%	122
2022 Q4	$993K	Buy	19,496 +356	+2%	+$18.1K	0.1%	123
2022 Q3	$899K	Buy	19,140 +376	+2%	+$19.6K	0.09%	122
2022 Q2	$924K	Buy	18,764 +244	+1%	+$13.2K	0.09%	119
2022 Q1	$1.1M	Buy	+18,520	New	+$1.09M	0.09%	124

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

First American Bank's VO Position: Q2 2026 in Review

First American Bank increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8% in Q2 2026, buying an estimated $330K and bringing the position to 57,774 shares worth $4.65M. The position accounts for 0.26% of the portfolio, ranked #68.

First American Bank first reported a position in VO in Q1 2022 and has held it in 18 quarters since. 1,254 funds tracked by Wall St. Rank hold VO as of Q2 2026.

First American Bank held 57,774 shares of Vanguard Morningstar Mid-Cap ETF worth $4.65M as of Q2 2026.
First American Bank bought 4,262 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $330K.
Vanguard Morningstar Mid-Cap ETF made up 0.26% of First American Bank's portfolio in Q2 2026, its #68 holding.
First American Bank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
1,254 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on First American Bank's 13F filing for Q2 2026, filed 15 Jul 2026.