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

Midwest Trust’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	$292M	Sell	3,620,231 -490,565	-12%	-$38M	3.3%	4
2026 Q1	$295M	Buy	4,110,796 +87,576	+2%	+$6.51M	3.68%	3
2025 Q4	$292M	Buy	4,023,220 +175,760	+5%	+$12.8M	3.64%	4
2025 Q3	$283M	Buy	3,847,460 +56,288	+1%	+$4.04M	3.68%	4
2025 Q2	$265M	Buy	+3,791,172	New	+$249M	3.67%	4

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

Midwest Trust's VO Position: Q2 2026 in Review

Midwest Trust reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, selling an estimated $38M and leaving 3,620,231 shares worth $292M. The position accounts for 3.3% of the portfolio, ranked #4.

Midwest Trust first reported a position in VO in Q2 2025 and has held it in 5 quarters since. The position peaked at $295M in Q1 2026. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Midwest Trust held 3,620,231 shares of Vanguard Morningstar Mid-Cap ETF worth $292M as of Q2 2026.
Midwest Trust sold 490,565 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $38M.
Vanguard Morningstar Mid-Cap ETF made up 3.3% of Midwest Trust's portfolio in Q2 2026, its #4 holding.
Midwest Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's Vanguard Morningstar Mid-Cap ETF position peaked at $295M in Q1 2026.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.