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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$357K Buy
4,428
+1,624
+58% +$126K 0.02% 165
2026
Q1
$201K Buy
+2,804
New +$208K 0.01% 205
2025
Q1
Sell
-3,864
Closed -$255K 201
2024
Q4
$255K Sell
3,864
-3,612
-48% -$245K 0.01% 166
2024
Q3
$493K Buy
7,476
+1,196
+19% +$75.1K 0.02% 127
2024
Q2
$380K Buy
6,280
+420
+7% +$25.5K 0.02% 136
2024
Q1
$366K Sell
5,860
-820
-12% -$48.5K 0.02% 146
2023
Q4
$389K Sell
6,680
-616
-8% -$32.9K 0.02% 147
2023
Q3
$380K Sell
7,296
-700
-9% -$38.4K 0.02% 132
2023
Q2
$440K Sell
7,996
-272
-3% -$14.3K 0.02% 130
2023
Q1
$436K Buy
8,268
+2,216
+37% +$118K 0.02% 129
2022
Q4
$308K Hold
6,052
0.02% 153
2022
Q3
$284K Sell
6,052
-2,088
-26% -$109K 0.02% 143
2022
Q2
$404K Hold
8,140
0.03% 122
2022
Q1
$490K Buy
+8,140
New +$478K 0.03% 123

Other funds holding VO

First Western Trust Bank's VO Position: Q2 2026 in Review

First Western Trust Bank increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 58% in Q2 2026, buying an estimated $126K and bringing the position to 4,428 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #165.

First Western Trust Bank first reported a position in VO in Q1 2022 and has held it in 14 quarters since. The position peaked at $493K in Q3 2024. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • First Western Trust Bank held 4,428 shares of Vanguard Morningstar Mid-Cap ETF worth $357K as of Q2 2026.
  • First Western Trust Bank bought 1,624 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $126K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of First Western Trust Bank's portfolio in Q2 2026, its #165 holding.
  • First Western Trust Bank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 14 quarters since.
  • First Western Trust Bank's Vanguard Morningstar Mid-Cap ETF position peaked at $493K in Q3 2024.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.