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Independence Bank of Kentucky’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Independence Bank of Kentucky’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 		$837K Buy
10,386
+542
+6% +$42K 0.09% 166
2026
Q1 		$707K Sell
9,844
-188
-2% -$14K 0.09% 176
2025
Q4 		$728K Buy
10,032
+936
+10% +$68.1K 0.09% 175
2025
Q3 		$668K Sell
9,096
-784
-8% -$56.3K 0.09% 181
2025
Q2 		$691K Sell
9,880
-2,520
-20% -$165K 0.1% 169
2025
Q1 		$802K Sell
12,400
-872
-7% -$58.5K 0.13% 149
2024
Q4 		$876K Buy
13,272
+1,356
+11% +$92.1K 0.13% 144
2024
Q3 		$786K Sell
11,916
-1,460
-11% -$91.7K 0.17% 130
2024
Q2 		$810K Buy
13,376
+2,064
+18% +$125K 0.21% 112
2024
Q1 		$707K Sell
11,312
-12,556
-53% -$742K 0.21% 112
2023
Q4 		$1.39M Sell
23,868
-192
-0.8% -$10.3K 0.49% 55
2023
Q3 		$1.25M Sell
24,060
-8,280
-26% -$454K 0.53% 52
2023
Q2 		$1.78M Buy
32,340
+240
+0.7% +$12.6K 0.72% 40
2023
Q1 		$1.69M Sell
32,100
-1,220
-4% -$64.9K 0.74% 40
2022
Q4 		$1.7M Sell
33,320
-2,216
-6% -$113K 0.76% 41
2022
Q3 		$1.67M Sell
35,536
-700
-2% -$36.6K 0.82% 40
2022
Q2 		$1.78M Buy
36,236
+14,080
+64% +$761K 0.8% 42
2022
Q1 		$1.32M Buy
22,156
+7,820
+55% +$459K 0.52% 58
2021
Q4 		$913K Buy
14,336
+200
+1% +$12.5K 0.37% 80
2021
Q3 		$837K Buy
14,136
+1,048
+8% +$63.3K 0.36% 82
2021
Q2 		$777K Sell
13,088
-420
-3% -$24.3K 0.34% 78
2021
Q1 		$747K Buy
13,508
+616
+5% +$33.4K 0.36% 75
2020
Q4 		$666K Sell
12,892
-1,652
-11% -$80K 0.35% 77
2020
Q3 		$641K Buy
14,544
+4,948
+52% +$216K 0.36% 77
2020
Q2 		$393K Buy
9,596
+120
+1% +$4.6K 0.25% 89
2020
Q1 		$312K Buy
9,476
+3,404
+56% +$141K 0.24% 98
2019
Q4 		$270K Buy
6,072
+1,372
+29% +$58.9K 0.17% 111
2019
Q3 		$197K Buy
4,700
+4,280
+1,019% +$179K 0.14% 124
2019
Q2 		$18K Hold
420
– – 0.01% 236
2019
Q1 		$17K Buy
420
+340
+425% +$13.1K 0.01% 241
2018
Q4 		$3K Hold
80
– – ﹤0.01% 327
2018
Q3 		$3K Buy
+80
New +$3.26K ﹤0.01% 344

Other funds holding VO

Envestnet Asset Management
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
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 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

Independence Bank of Kentucky's VO Position: Q2 2026 in Review

Independence Bank of Kentucky increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.5% in Q2 2026, buying an estimated $42K and bringing the position to 10,386 shares worth $837K. The position accounts for 0.09% of the portfolio, ranked #166.

Independence Bank of Kentucky first reported a position in VO in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.78M in Q2 2022. 1,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Independence Bank of Kentucky held 10,386 shares of Vanguard Morningstar Mid-Cap ETF worth $837K as of Q2 2026.
  • Independence Bank of Kentucky bought 542 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $42K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.09% of Independence Bank of Kentucky's portfolio in Q2 2026, its #166 holding.
  • Independence Bank of Kentucky first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2018 and has held it in 32 quarters since.
  • Independence Bank of Kentucky's Vanguard Morningstar Mid-Cap ETF position peaked at $1.78M in Q2 2022.
  • 1,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.