Tower Trust & Investment Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Tower Trust & Investment 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	$928K	Sell	11,519 -617	-5%	-$47.8K	0.56%	39
2026 Q1	$871K	Buy	12,136 +732	+6%	+$54.4K	0.57%	46
2025 Q4	$827K	Buy	11,404 +1,276	+13%	+$92.8K	0.52%	46
2025 Q3	$744K	Buy	10,128 +164	+2%	+$11.8K	0.5%	52
2025 Q2	$697K	Buy	9,964 +228	+2%	+$15K	0.5%	55
2025 Q1	$623K	Buy	+9,736	New	+$653K	0.5%	60

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Tower Trust & Investment Company's VO Position: Q2 2026 in Review

Tower Trust & Investment Company reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.1% in Q2 2026, selling an estimated $47.8K and leaving 11,519 shares worth $928K. The position accounts for 0.56% of the portfolio, ranked #39.

Tower Trust & Investment Company first reported a position in VO in Q1 2025 and has held it in 6 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Tower Trust & Investment Company held 11,519 shares of Vanguard Morningstar Mid-Cap ETF worth $928K as of Q2 2026.
Tower Trust & Investment Company sold 617 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $47.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.56% of Tower Trust & Investment Company's portfolio in Q2 2026, its #39 holding.
Tower Trust & Investment Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.