Missouri Trust & Investment Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Missouri Trust & Investment 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 Q1	$2.76M	Buy	38,480 +1,000	+3%	+$74.3K	0.81%	24
2025 Q4	$2.72M	Hold	37,480	–	–	0.8%	24
2025 Q3	$2.75M	Hold	37,480	–	–	0.81%	24
2025 Q2	$2.62M	Sell	37,480 -76	-0.2%	-$4.99K	0.86%	26
2025 Q1	$2.43M	Sell	37,556 -1,296	-3%	-$87K	0.85%	22
2024 Q4	$2.57M	Sell	38,852 -116	-0.3%	-$7.88K	0.9%	19
2024 Q3	$2.57M	Buy	38,968 +152	+0.4%	+$9.54K	0.9%	16
2024 Q2	$2.35M	Sell	38,816 -1,540	-4%	-$93.6K	0.89%	17
2024 Q1	$2.52M	Buy	40,356 +252	+0.6%	+$14.9K	0.97%	16
2023 Q4	$2.33M	Buy	40,104 +412	+1%	+$22K	0.94%	17
2023 Q3	$2.07M	Hold	39,692	–	–	0.93%	14
2023 Q2	$2.18M	Hold	39,692	–	–	1.23%	14
2023 Q1	$2.09M	Sell	39,692 -5,836	-13%	-$310K	1.35%	11
2022 Q4	$2.32M	Buy	45,528 +800	+2%	+$40.8K	1.39%	12
2022 Q3	$2.1M	Buy	44,728 +212	+0.5%	+$11.1K	1.38%	12
2022 Q2	$2.19M	Buy	44,516 +292	+0.7%	+$15.8K	1.43%	12
2022 Q1	$2.63M	Hold	44,224	–	–	1.54%	12
2021 Q4	$2.82M	Buy	+44,224	New	+$2.77M	1.63%	11

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Missouri Trust & Investment Company's VO Position: Q1 2026 in Review

Missouri Trust & Investment Company increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.7% in Q1 2026, buying an estimated $74.3K and bringing the position to 38,480 shares worth $2.76M. The position accounts for 0.81% of the portfolio, ranked #24.

Missouri Trust & Investment Company first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.82M in Q4 2021. 2,392 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Missouri Trust & Investment Company held 38,480 shares of Vanguard Morningstar Mid-Cap ETF worth $2.76M as of Q1 2026.
Missouri Trust & Investment Company bought 1,000 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $74.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.81% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #24 holding.
Missouri Trust & Investment Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Missouri Trust & Investment Company's Vanguard Morningstar Mid-Cap ETF position peaked at $2.82M in Q4 2021.
2,392 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.