First Business Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

First Business Financial 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	$1.03M	Hold	12,820	–	–	0.08%	88
2026 Q1	$920K	Buy	12,820 +944	+8%	+$70.1K	0.08%	87
2025 Q4	$862K	Hold	11,876	–	–	0.08%	87
2025 Q3	$872K	Hold	11,876	–	–	0.08%	91
2025 Q2	$831K	Hold	11,876	–	–	0.07%	93
2025 Q1	$768K	Buy	11,876 +548	+5%	+$36.8K	0.08%	96
2024 Q4	$748K	Hold	11,328	–	–	0.07%	96
2024 Q3	$747K	Hold	11,328	–	–	0.07%	93
2024 Q2	$686K	Hold	11,328	–	–	0.07%	91
2024 Q1	$708K	Sell	11,328 -720	-6%	-$42.5K	0.08%	91
2023 Q4	$701K	Sell	12,048 -7,228	-37%	-$386K	0.08%	90
2023 Q3	$1M	Buy	19,276 +1,472	+8%	+$80.7K	0.13%	76
2023 Q2	$980K	Hold	17,804	–	–	0.12%	78
2023 Q1	$939K	Hold	17,804	–	–	0.12%	78
2022 Q4	$907K	Hold	17,804	–	–	0.12%	77
2022 Q3	$837K	Hold	17,804	–	–	0.12%	76
2022 Q2	$877K	Hold	17,804	–	–	0.12%	74
2022 Q1	$1.06M	Hold	17,804	–	–	0.12%	74
2021 Q4	$1.13M	Buy	17,804 +5,928	+50%	+$372K	0.12%	70
2021 Q3	$703K	Hold	11,876	–	–	0.08%	91
2021 Q2	$705K	Buy	11,876 +8,000	+206%	+$464K	0.08%	86
2021 Q1	$214K	Buy	+3,876	New	+$210K	0.03%	132
2019 Q4	–	Sell	-5,528	Closed	-$232K	–	139
2019 Q3	$232K	Sell	5,528 -124	-2%	-$5.18K	0.04%	112
2019 Q2	$236K	Hold	5,652	–	–	0.04%	111
2019 Q1	$227K	Buy	+5,652	New	+$217K	0.04%	102

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

First Business Financial Services's VO Position: Q2 2026 in Review

First Business Financial Services held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 12,820 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #88.

First Business Financial Services first reported a position in VO in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.13M in Q4 2021. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

First Business Financial Services held 12,820 shares of Vanguard Morningstar Mid-Cap ETF worth $1.03M as of Q2 2026.
First Business Financial Services left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of First Business Financial Services's portfolio in Q2 2026, its #88 holding.
First Business Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 25 quarters since.
First Business Financial Services's Vanguard Morningstar Mid-Cap ETF position peaked at $1.13M in Q4 2021.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.