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

First Interstate 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	$746K	Sell	9,257 -203	-2%	-$15.7K	0.04%	115
2026 Q1	$679K	Buy	9,460 +364	+4%	+$27K	0.04%	114
2025 Q4	$660K	Buy	9,096 +84	+0.9%	+$6.11K	0.04%	120
2025 Q3	$662K	Hold	9,012	–	–	0.04%	121
2025 Q2	$630K	Sell	9,012 -1,912	-18%	-$126K	0.04%	114
2025 Q1	$706K	Sell	10,924 -532	-5%	-$35.7K	0.04%	102
2024 Q4	$756K	Buy	11,456 +404	+4%	+$27.4K	0.05%	103
2024 Q3	$729K	Buy	11,052 +3,252	+42%	+$204K	0.04%	107
2024 Q2	$472K	Buy	7,800 +940	+14%	+$57.1K	0.03%	114
2024 Q1	$429K	Sell	6,860 -600	-8%	-$35.5K	0.03%	120
2023 Q4	$434K	Buy	7,460 +988	+15%	+$52.8K	0.03%	117
2023 Q3	$337K	Buy	6,472 +820	+15%	+$45K	0.03%	134
2023 Q2	$311K	Buy	5,652 +44	+0.8%	+$2.31K	0.03%	136
2023 Q1	$296K	Buy	5,608 +8	+0.1%	+$426	0.02%	141
2022 Q4	$285K	Sell	5,600 -164	-3%	-$8.35K	0.02%	155
2022 Q3	$271K	Buy	+5,764	New	+$301K	0.02%	148
2020 Q1	–	Sell	-496	Closed	-$22K	–	471
2019 Q4	$22K	Buy	+496	New	+$21.3K	﹤0.01%	356
2018 Q1	–	Sell	-592	Closed	-$23K	–	715
2017 Q4	$23K	Hold	592	–	–	﹤0.01%	467
2017 Q3	$22K	Hold	592	–	–	﹤0.01%	447
2017 Q2	$21K	Hold	592	–	–	﹤0.01%	440
2017 Q1	$21K	Hold	592	–	–	﹤0.01%	440
2016 Q4	$19K	Hold	592	–	–	﹤0.01%	477
2016 Q3	$19K	Hold	592	–	–	﹤0.01%	477
2016 Q2	$18K	Hold	592	–	–	﹤0.01%	474
2016 Q1	$18K	Hold	592	–	–	﹤0.01%	486
2015 Q4	$18K	Sell	592 -14,848	-96%	-$453K	﹤0.01%	496
2015 Q3	$450K	Hold	15,440	–	–	0.1%	114
2015 Q2	$492K	Hold	15,440	–	–	0.08%	69
2015 Q1	$512K	Buy	+15,440	New	+$485K	0.08%	67

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 Interstate Bank's VO Position: Q2 2026 in Review

First Interstate Bank reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.1% in Q2 2026, selling an estimated $15.7K and leaving 9,257 shares worth $746K. The position accounts for 0.04% of the portfolio, ranked #115.

First Interstate Bank first reported a position in VO in Q1 2015 and has held it in 29 quarters since. The position peaked at $756K in Q4 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

First Interstate Bank held 9,257 shares of Vanguard Morningstar Mid-Cap ETF worth $746K as of Q2 2026.
First Interstate Bank sold 203 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $15.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of First Interstate Bank's portfolio in Q2 2026, its #115 holding.
First Interstate Bank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2015 and has held it in 29 quarters since.
First Interstate Bank's Vanguard Morningstar Mid-Cap ETF position peaked at $756K in Q4 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on First Interstate Bank's 13F filing for Q2 2026, filed 24 Jul 2026.