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Northwest Bank & Trust’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Northwest Bank & 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
2024
Q4 		$459K Sell
6,448
-48
-0.7% -$3.26K 0.34% 68
2024
Q3 		$428K Buy
6,496
+320
+5% +$20.1K 0.33% 68
2024
Q2 		$374K Buy
6,176
+132
+2% +$8.02K 0.31% 69
2024
Q1 		$360K Hold
6,044
– – 0.33% 68
2023
Q4 		$352K Buy
+6,044
New +$323K 0.32% 72
2023
Q2 		$336K Buy
+6,108
New +$320K 0.32% 69

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwest Bank & Trust's VO Position: Q4 2024 in Review

Northwest Bank & Trust reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.74% in Q4 2024, selling an estimated $3.26K and leaving 6,448 shares worth $459K. The position accounts for 0.34% of the portfolio, ranked #68.

Northwest Bank & Trust first reported a position in VO in Q2 2023 and has held it in 6 quarters since. 2,140 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Northwest Bank & Trust held 6,448 shares of Vanguard Morningstar Mid-Cap ETF worth $459K as of Q4 2024.
  • Northwest Bank & Trust sold 48 Vanguard Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $3.26K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.34% of Northwest Bank & Trust's portfolio in Q4 2024, its #68 holding.
  • Northwest Bank & Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 6 quarters since.
  • 2,140 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.