South Plains Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

South Plains Financial’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	$2.1M	Sell	26,116 -4,960	-16%	-$385K	1.13%	20
2026 Q1	$2.23M	Buy	31,076 +548	+2%	+$40.7K	1.3%	14
2025 Q4	$2.21M	Hold	30,528	–	–	1.32%	15
2025 Q3	$2.24M	Buy	30,528 +1,004	+3%	+$72.1K	1.4%	14
2025 Q2	$2.07M	Sell	29,524 -100	-0.3%	-$6.56K	1.45%	13
2025 Q1	$1.92M	Sell	29,624 -88	-0.3%	-$5.91K	1.49%	13
2024 Q4	$1.96M	Buy	+29,712	New	+$2.02M	1.5%	13

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

South Plains Financial's VO Position: Q2 2026 in Review

South Plains Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 16% in Q2 2026, selling an estimated $385K and leaving 26,116 shares worth $2.1M. The position accounts for 1.13% of the portfolio, ranked #20.

South Plains Financial first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.24M in Q3 2025. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

South Plains Financial held 26,116 shares of Vanguard Morningstar Mid-Cap ETF worth $2.1M as of Q2 2026.
South Plains Financial sold 4,960 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $385K.
Vanguard Morningstar Mid-Cap ETF made up 1.13% of South Plains Financial's portfolio in Q2 2026, its #20 holding.
South Plains Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
South Plains Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $2.24M in Q3 2025.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on South Plains Financial's 13F filing for Q2 2026, filed 13 Aug 2026.