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Kentucky Trust Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Kentucky Trust Company’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 		$22.9K Hold
284
– – 0.01% 216
2026
Q1 		$20.4K Hold
284
– – 0.01% 216
2025
Q4 		$20.6K Hold
284
– – 0.01% 213
2025
Q3 		$20.9K Hold
284
– – 0.01% 206
2025
Q2 		$19.9K Buy
284
+44
+18% +$2.89K 0.01% 209
2025
Q1 		$15.5K Hold
240
– – 0.01% 217
2024
Q4 		$15.8K Buy
+240
New +$16.3K 0.01% 216

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Morgan Stanley
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Creative Planning
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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
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US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Kentucky Trust Company's VO Position: Q2 2026 in Review

Kentucky Trust Company held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 284 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #216.

Kentucky Trust Company first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Kentucky Trust Company held 284 shares of Vanguard Morningstar Mid-Cap ETF worth $22.9K as of Q2 2026.
  • Kentucky Trust Company left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Kentucky Trust Company's portfolio in Q2 2026, its #216 holding.
  • Kentucky Trust Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Kentucky Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.