Mechanics Bank - Trust Department’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Mechanics Bank - Trust Department’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	$280K	Buy	3,472 +604	+21%	+$46.8K	0.03%	185
2026 Q1	$206K	Hold	2,868	–	–	0.03%	197
2025 Q4	$208K	Hold	2,868	–	–	0.03%	200
2025 Q3	$211K	Sell	2,868 -400	-12%	-$28.7K	0.03%	199
2025 Q2	$229K	Hold	3,268	–	–	0.03%	203
2025 Q1	$211K	Sell	3,268 -100	-3%	-$6.71K	0.03%	213
2024 Q4	$222K	Sell	3,368 -100	-3%	-$6.79K	0.03%	204
2024 Q3	$229K	Hold	3,468	–	–	0.03%	192
2024 Q2	$210K	Hold	3,468	–	–	0.03%	193
2024 Q1	$217K	Hold	3,468	–	–	0.03%	184
2023 Q4	$202K	Buy	+3,468	New	+$185K	0.03%	179

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Mechanics Bank - Trust Department's VO Position: Q2 2026 in Review

Mechanics Bank - Trust Department increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 21% in Q2 2026, buying an estimated $46.8K and bringing the position to 3,472 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #185.

Mechanics Bank - Trust Department first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Mechanics Bank - Trust Department held 3,472 shares of Vanguard Morningstar Mid-Cap ETF worth $280K as of Q2 2026.
Mechanics Bank - Trust Department bought 604 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $46.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #185 holding.
Mechanics Bank - Trust Department first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.