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Trust Company of Toledo’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Trust Company of Toledo’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 		$1.3M Buy
16,178
+3,050
+23% +$236K 0.11% 160
2026
Q1 		$943K Buy
13,128
+600
+5% +$44.6K 0.09% 180
2025
Q4 		$909K Buy
12,528
+1,640
+15% +$119K 0.09% 172
2025
Q3 		$800K Hold
10,888
– – 0.08% 181
2025
Q2 		$762K Buy
+10,888
New +$715K 0.08% 177

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
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
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

Trust Company of Toledo's VO Position: Q2 2026 in Review

Trust Company of Toledo increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 23% in Q2 2026, buying an estimated $236K and bringing the position to 16,178 shares worth $1.3M. The position accounts for 0.11% of the portfolio, ranked #160.

Trust Company of Toledo first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Trust Company of Toledo held 16,178 shares of Vanguard Morningstar Mid-Cap ETF worth $1.3M as of Q2 2026.
  • Trust Company of Toledo bought 3,050 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $236K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.11% of Trust Company of Toledo's portfolio in Q2 2026, its #160 holding.
  • Trust Company of Toledo first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.