Trustco Bank (New York)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Trustco Bank (New York)’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 Q1	$354K	Hold	4,932	–	–	0.31%	57
2025 Q4	$358K	Hold	4,932	–	–	0.32%	56
2025 Q3	$362K	Buy	4,932 +1,440	+41%	+$103K	0.33%	54
2025 Q2	$244K	Hold	3,492	–	–	0.24%	63
2025 Q1	$226K	Sell	3,492 -324	-8%	-$21.7K	0.24%	64
2024 Q4	$252K	Hold	3,816	–	–	0.27%	62
2024 Q3	$252K	Hold	3,816	–	–	0.25%	64
2024 Q2	$231K	Sell	3,816 -4	-0.1%	-$243	0.25%	66
2024 Q1	$239K	Hold	3,820	–	–	0.25%	67
2023 Q4	$222K	Sell	3,820 -164	-4%	-$8.76K	0.24%	69
2023 Q3	$207K	Sell	3,984 -524	-12%	-$28.7K	0.24%	70
2023 Q2	$248K	Buy	+4,508	New	+$236K	0.27%	63

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Trustco Bank (New York)'s VO Position: Q1 2026 in Review

Trustco Bank (New York) held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q1 2026 at 4,932 shares worth $354K. The position accounts for 0.31% of the portfolio, ranked #57.

Trustco Bank (New York) first reported a position in VO in Q2 2023 and has held it in 12 quarters since. The position peaked at $362K in Q3 2025. 2,391 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Trustco Bank (New York) held 4,932 shares of Vanguard Morningstar Mid-Cap ETF worth $354K as of Q1 2026.
Trustco Bank (New York) left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.31% of Trustco Bank (New York)'s portfolio in Q1 2026, its #57 holding.
Trustco Bank (New York) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
Trustco Bank (New York)'s Vanguard Morningstar Mid-Cap ETF position peaked at $362K in Q3 2025.
2,391 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Trustco Bank (New York)'s 13F filing for Q1 2026, filed 13 May 2026.