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

Southern Michigan 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
2026
Q2 		$20.8M Buy
258,108
+1,480
+0.6% +$115K 7.39% 5
2026
Q1 		$18.4M Buy
+256,628
New +$19.1M 7.07% 5

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Creative Planning
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Raymond James Financial
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Envestnet Asset Management
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Southern Michigan Bank & Trust's VO Position: Q2 2026 in Review

Southern Michigan Bank & Trust increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.58% in Q2 2026, buying an estimated $115K and bringing the position to 258,108 shares worth $20.8M. The position accounts for 7.39% of the portfolio, ranked #5.

Southern Michigan Bank & Trust first reported a position in VO in Q1 2026 and has held it in 2 quarters since. 2,407 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Southern Michigan Bank & Trust held 258,108 shares of Vanguard Morningstar Mid-Cap ETF worth $20.8M as of Q2 2026.
  • Southern Michigan Bank & Trust bought 1,480 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $115K.
  • Vanguard Morningstar Mid-Cap ETF made up 7.39% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #5 holding.
  • Southern Michigan Bank & Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,407 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.