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Heartland Bank & Trust’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Heartland Bank & Trust’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 		$261K Sell
3,244
-28
-0.9% -$2.17K 0.05% 187
2026
Q1 		$235K Buy
+3,272
New +$243K 0.05% 186

Other funds holding VO

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Heartland Bank & Trust's VO Position: Q2 2026 in Review

Heartland Bank & Trust reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.86% in Q2 2026, selling an estimated $2.17K and leaving 3,244 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #187.

Heartland Bank & Trust first reported a position in VO in Q1 2026 and has held it in 2 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Heartland Bank & Trust held 3,244 shares of Vanguard Morningstar Mid-Cap ETF worth $261K as of Q2 2026.
  • Heartland Bank & Trust sold 28 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.17K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Heartland Bank & Trust's portfolio in Q2 2026, its #187 holding.
  • Heartland Bank & Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.