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Indiana Trust & Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Indiana Trust & Investment 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 		$337K Sell
4,188
-224
-5% -$17.4K 0.09% 144
2026
Q1 		$317K Sell
4,412
-2,492
-36% -$185K 0.1% 139
2025
Q4 		$501K Hold
6,904
– – 0.15% 106
2025
Q3 		$507K Sell
6,904
-84
-1% -$6.03K 0.15% 104
2025
Q2 		$489K Hold
6,988
– – 0.16% 102
2025
Q1 		$452K Hold
6,988
– – 0.16% 105
2024
Q4 		$461K Hold
6,988
– – 0.16% 102
2024
Q3 		$461K Buy
6,988
+3,992
+133% +$251K 0.16% 109
2024
Q2 		$181K Sell
2,996
-128
-4% -$7.78K 0.07% 173
2024
Q1 		$195K Hold
3,124
– – 0.08% 156
2023
Q4 		$182K Buy
3,124
+200
+7% +$10.7K 0.08% 158
2023
Q3 		$152K Buy
+2,924
New +$160K 0.08% 167

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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
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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Indiana Trust & Investment Management's VO Position: Q2 2026 in Review

Indiana Trust & Investment Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.1% in Q2 2026, selling an estimated $17.4K and leaving 4,188 shares worth $337K. The position accounts for 0.09% of the portfolio, ranked #144.

Indiana Trust & Investment Management first reported a position in VO in Q3 2023 and has held it in 12 quarters since. The position peaked at $507K in Q3 2025. 1,326 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Indiana Trust & Investment Management held 4,188 shares of Vanguard Morningstar Mid-Cap ETF worth $337K as of Q2 2026.
  • Indiana Trust & Investment Management sold 224 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $17.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.09% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #144 holding.
  • Indiana Trust & Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • Indiana Trust & Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $507K in Q3 2025.
  • 1,326 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.