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

New Covenant 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	$2.69M	Buy	33,344 +4,752	+17%	+$368K	2.03%	12
2026 Q1	$2.05M	Hold	28,592	–	–	1.83%	12
2025 Q4	$2.09M	Sell	28,592 -172	-0.6%	-$12.5K	1.89%	12
2025 Q3	$2.11M	Sell	28,764 -1,600	-5%	-$115K	1.97%	12
2025 Q2	$2.12M	Hold	30,364	–	–	1.89%	12
2025 Q1	$1.95M	Sell	30,364 -48	-0.2%	-$3.22K	2.06%	13
2024 Q4	$2.01M	Sell	30,412 -72	-0.2%	-$4.89K	1.99%	14
2024 Q3	$2.01M	Buy	30,484 +20,752	+213%	+$1.3M	1.94%	14
2024 Q2	$604K	Buy	9,732 +136	+1%	+$8.27K	0.69%	25
2024 Q1	$599K	Buy	+9,596	New	+$567K	0.6%	26

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

New Covenant Trust Company's VO Position: Q2 2026 in Review

New Covenant Trust Company increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 17% in Q2 2026, buying an estimated $368K and bringing the position to 33,344 shares worth $2.69M. The position accounts for 2.03% of the portfolio, ranked #12.

New Covenant Trust Company first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

New Covenant Trust Company held 33,344 shares of Vanguard Morningstar Mid-Cap ETF worth $2.69M as of Q2 2026.
New Covenant Trust Company bought 4,752 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $368K.
Vanguard Morningstar Mid-Cap ETF made up 2.03% of New Covenant Trust Company's portfolio in Q2 2026, its #12 holding.
New Covenant Trust Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on New Covenant Trust Company's 13F filing for Q2 2026, filed 14 Jul 2026.