Hilltop National Bank’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Hilltop National 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 Q3	$2.24M	Buy	28,619 +217	+0.8%	+$17.7K	0.48%	48
2026 Q2	$2.29M	Buy	28,402 +610	+2%	+$47.3K	0.49%	48
2026 Q1	$2M	Buy	27,792 +320	+1%	+$23.8K	0.47%	52
2025 Q4	$1.99M	Buy	27,472 +2,252	+9%	+$164K	0.48%	50
2025 Q3	$1.85M	Sell	25,220 -876	-3%	-$62.9K	0.46%	54
2025 Q2	$1.83M	Buy	+26,096	New	+$1.71M	0.48%	52
2024 Q4	$1.61M	Buy	24,412 +7,056	+41%	+$479K	0.48%	55
2024 Q3	$1.14M	Buy	17,356 +2,436	+16%	+$153K	0.35%	80
2024 Q2	$903K	Buy	14,920 +1,376	+10%	+$83.6K	0.29%	92
2024 Q1	$846K	Buy	+13,544	New	+$800K	0.29%	102

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hilltop National Bank's VO Position: Q3 2026 in Review

Hilltop National Bank increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.76% in Q3 2026, buying an estimated $17.7K and bringing the position to 28,619 shares worth $2.24M. The position accounts for 0.48% of the portfolio, ranked #48.

Hilltop National Bank first reported a position in VO in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.29M in Q2 2026. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Hilltop National Bank held 28,619 shares of Vanguard Morningstar Mid-Cap ETF worth $2.24M as of Q3 2026.
Hilltop National Bank bought 217 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $17.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.48% of Hilltop National Bank's portfolio in Q3 2026, its #48 holding.
Hilltop National Bank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Hilltop National Bank's Vanguard Morningstar Mid-Cap ETF position peaked at $2.29M in Q2 2026.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Hilltop National Bank's 13F filing for Q3 2026, filed 14 Oct 2026.