Global Trust Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Global Trust Asset Management’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	$155K	Hold	1,924	–	–	0.05%	164
2026 Q1	$138K	Sell	1,924 -892	-32%	-$66.3K	0.05%	166
2025 Q4	$204K	Buy	2,816 +452	+19%	+$32.9K	0.08%	135
2025 Q3	$174K	Hold	2,364	–	–	0.08%	182
2025 Q2	$165K	Buy	2,364 +272	+13%	+$17.9K	0.09%	170
2025 Q1	$135K	Sell	2,092 -1,020	-33%	-$68.5K	0.08%	179
2024 Q4	$205K	Hold	3,112	–	–	0.08%	171
2024 Q3	$205K	Hold	3,112	–	–	0.08%	176
2024 Q2	$188K	Hold	3,112	–	–	0.08%	166
2024 Q1	$194K	Hold	3,112	–	–	0.08%	163
2023 Q4	$181K	Buy	3,112 +200	+7%	+$10.7K	0.08%	151
2023 Q3	$152K	Buy	2,912 +200	+7%	+$11K	0.07%	158
2023 Q2	$149K	Buy	2,712 +620	+30%	+$32.5K	0.07%	160
2023 Q1	$110K	Sell	2,092 -600	-22%	-$31.9K	0.05%	185
2022 Q4	$137K	Hold	2,692	–	–	0.07%	156
2022 Q3	$127K	Hold	2,692	–	–	0.07%	163
2022 Q2	$133K	Sell	2,692 -112	-4%	-$6.05K	0.07%	172
2022 Q1	$167K	Hold	2,804	–	–	0.07%	190
2021 Q4	$179K	Hold	2,804	–	–	0.07%	186
2021 Q3	$166K	Hold	2,804	–	–	0.07%	179
2021 Q2	$166K	Hold	2,804	–	–	0.08%	184
2021 Q1	$155K	Buy	+2,804	New	+$152K	0.09%	172
2020 Q2	–	Sell	-2,880	Closed	-$97K	–	411
2020 Q1	$97K	Hold	2,880	–	–	0.08%	172
2019 Q4	$128K	Hold	2,880	–	–	0.08%	179
2019 Q3	$121K	Sell	2,880 -60	-2%	-$2.51K	0.08%	159
2019 Q2	$123K	Sell	2,940 -580	-16%	-$23.7K	0.08%	176
2019 Q1	$141K	Sell	3,520 -1,560	-31%	-$60K	0.1%	161
2018 Q4	$175K	Hold	5,080	–	–	0.16%	127
2018 Q3	$209K	Hold	5,080	–	–	0.14%	134
2018 Q2	$200K	Sell	5,080 -100	-2%	-$3.92K	0.15%	133
2018 Q1	$200K	Sell	5,180 -180	-3%	-$7.09K	0.16%	134
2017 Q4	$207K	Buy	+5,360	New	+$202K	0.15%	142

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

Global Trust Asset Management's VO Position: Q2 2026 in Review

Global Trust Asset Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 1,924 shares worth $155K. The position accounts for 0.05% of the portfolio, ranked #164.

Global Trust Asset Management first reported a position in VO in Q4 2017 and has held it in 32 quarters since. The position peaked at $209K in Q3 2018. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Global Trust Asset Management held 1,924 shares of Vanguard Morningstar Mid-Cap ETF worth $155K as of Q2 2026.
Global Trust Asset Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Global Trust Asset Management's portfolio in Q2 2026, its #164 holding.
Global Trust Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 32 quarters since.
Global Trust Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $209K in Q3 2018.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.