First National Bank of Mount Dora’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

First National Bank of Mount Dora’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	$445K	Hold	5,524	–	–	0.09%	101
2026 Q1	$397K	Hold	5,524	–	–	0.09%	102
2025 Q4	$401K	Hold	5,524	–	–	0.09%	101
2025 Q3	$406K	Hold	5,524	–	–	0.09%	101
2025 Q2	$386K	Hold	5,524	–	–	0.09%	101
2025 Q1	$357K	Hold	5,524	–	–	0.09%	106
2024 Q4	$365K	Hold	5,524	–	–	0.09%	106
2024 Q3	$364K	Hold	5,524	–	–	0.08%	112
2024 Q2	$334K	Hold	5,524	–	–	0.08%	116
2024 Q1	$345K	Hold	5,524	–	–	0.08%	109
2023 Q4	$321K	Hold	5,524	–	–	0.09%	105
2023 Q3	$288K	Hold	5,524	–	–	0.09%	107
2023 Q2	$304K	Hold	5,524	–	–	0.09%	106
2023 Q1	$291K	Hold	5,524	–	–	0.09%	106
2022 Q4	$281K	Hold	5,524	–	–	0.09%	109
2022 Q3	$260K	Hold	5,524	–	–	0.09%	108
2022 Q2	$272K	Hold	5,524	–	–	0.09%	109
2022 Q1	$328K	Hold	5,524	–	–	0.1%	104
2021 Q4	$352K	Hold	5,524	–	–	0.1%	99
2021 Q3	$327K	Hold	5,524	–	–	0.11%	98
2021 Q2	$327K	Hold	5,524	–	–	0.11%	94
2021 Q1	$305K	Buy	5,524 +800	+17%	+$43.4K	0.11%	97
2020 Q4	$244K	Hold	4,724	–	–	0.09%	91
2020 Q3	$208K	Buy	+4,724	New	+$206K	0.09%	90
2020 Q1	–	Sell	-4,724	Closed	-$210K	–	97
2019 Q4	$210K	Buy	+4,724	New	+$203K	0.09%	85

Other funds holding VO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

First National Bank of Mount Dora's VO Position: Q2 2026 in Review

First National Bank of Mount Dora held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 5,524 shares worth $445K. The position accounts for 0.09% of the portfolio, ranked #101.

First National Bank of Mount Dora first reported a position in VO in Q4 2019 and has held it in 25 quarters since. 1,425 funds tracked by Wall St. Rank hold VO as of Q2 2026.

First National Bank of Mount Dora held 5,524 shares of Vanguard Morningstar Mid-Cap ETF worth $445K as of Q2 2026.
First National Bank of Mount Dora left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.09% of First National Bank of Mount Dora's portfolio in Q2 2026, its #101 holding.
First National Bank of Mount Dora first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
1,425 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.