Sanibel Captiva Trust Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sanibel Captiva 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	$4.81M	Buy	59,748 +30,668	+105%	+$2.38M	0.12%	126
2026 Q1	$2.09M	Buy	29,080 +5,720	+24%	+$425K	0.06%	183
2025 Q4	$1.69M	Sell	23,360 -3,360	-13%	-$244K	0.05%	188
2025 Q3	$1.96M	Buy	26,720 +4,840	+22%	+$348K	0.06%	179
2025 Q2	$1.53M	Buy	21,880 +1,120	+5%	+$73.5K	0.05%	188
2025 Q1	$1.34M	Sell	20,760 -92	-0.4%	-$6.17K	0.04%	199
2024 Q4	$1.38M	Buy	20,852 +10,012	+92%	+$680K	0.04%	197
2024 Q3	$715K	Hold	10,840	–	–	0.02%	246
2024 Q2	$656K	Sell	10,840 -244	-2%	-$14.8K	0.02%	243
2024 Q1	$692K	Buy	11,084 +180	+2%	+$10.6K	0.02%	231
2023 Q4	$634K	Buy	+10,904	New	+$583K	0.02%	218

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 22.9% 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

Sanibel Captiva Trust Company's VO Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 105% in Q2 2026, buying an estimated $2.38M and bringing the position to 59,748 shares worth $4.81M. The position accounts for 0.12% of the portfolio, ranked #126.

Sanibel Captiva Trust Company first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,493 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sanibel Captiva Trust Company held 59,748 shares of Vanguard Morningstar Mid-Cap ETF worth $4.81M as of Q2 2026.
Sanibel Captiva Trust Company bought 30,668 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.38M.
Vanguard Morningstar Mid-Cap ETF made up 0.12% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #126 holding.
Sanibel Captiva Trust Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,493 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.