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UMB Bank’s Vanguard Mid-Cap ETF VO Stock Holding History

UMB Bank’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 		$3.54M Buy
49,364
+4,144
+9% +$308K 0.05% 206
2025
Q4 		$3.28M Buy
45,220
+4,368
+11% +$318K 0.04% 219
2025
Q3 		$3M Buy
40,852
+888
+2% +$63.8K 0.04% 208
2025
Q2 		$2.8M Sell
39,964
-624
-2% -$41K 0.04% 217
2025
Q1 		$2.62M Sell
40,588
-256
-0.6% -$17.2K 0.04% 215
2024
Q4 		$2.7M Sell
40,844
-4,920
-11% -$334K 0.04% 215
2024
Q3 		$3.02M Sell
45,764
-644
-1% -$40.4K 0.05% 201
2024
Q2 		$2.81M Sell
46,408
-18,992
-29% -$1.15M 0.05% 204
2024
Q1 		$4.09M Sell
65,400
-756
-1% -$44.7K 0.06% 177
2023
Q4 		$3.85M Hold
66,156
– – 0.06% 180
2023
Q3 		$3.44M Sell
66,156
-68,808
-51% -$3.77M 0.06% 188
2023
Q2 		$7.43M Sell
134,964
-14,524
-10% -$761K 0.11% 151
2023
Q1 		$7.88M Sell
149,488
-51,916
-26% -$2.76M 0.13% 146
2022
Q4 		$10.3M Sell
201,404
-11,684
-5% -$595K 0.16% 125
2022
Q3 		$10M Sell
213,088
-24,964
-10% -$1.3M 0.17% 126
2022
Q2 		$11.7M Sell
238,052
-8,456
-3% -$457K 0.18% 120
2022
Q1 		$14.7M Sell
246,508
-52,924
-18% -$3.1M 0.19% 112
2021
Q4 		$19.1M Buy
299,432
+272,808
+1,025% +$17.1M 0.24% 89
2021
Q3 		$1.58M Sell
26,624
-400
-1% -$24.2K 0.04% 213
2021
Q2 		$1.6M Sell
27,024
-900
-3% -$52.2K 0.04% 207
2021
Q1 		$1.54M Buy
27,924
+7,860
+39% +$427K 0.04% 198
2020
Q4 		$1.04M Sell
20,064
-1,784
-8% -$86.4K 0.03% 215
2020
Q3 		$895K Hold
21,848
– – 0.03% 214
2020
Q2 		$895K Sell
21,848
-8,128
-27% -$311K 0.03% 214
2020
Q1 		$986K Buy
29,976
+48
+0.2% +$1.99K 0.04% 205
2019
Q4 		$1.33M Buy
29,928
+18,856
+170% +$810K 0.04% 196
2019
Q3 		$464 Hold
11,072
– – 0.01% 278
2019
Q2 		$462 Sell
11,072
-2,216
-17% -$90.7K 0.01% 270
2019
Q1 		$534K Buy
13,288
+2,552
+24% +$98.2K 0.02% 259
2018
Q4 		$370 Sell
10,736
-628
-6% -$23.6K 0.01% 260
2018
Q3 		$467K Sell
11,364
-3,760
-25% -$153K 0.01% 258
2018
Q2 		$596K Buy
15,124
+764
+5% +$30K 0.02% 243
2018
Q1 		$553K Hold
14,360
– – 0.02% 250
2017
Q4 		$556K Hold
14,360
– – 0.02% 240
2017
Q3 		$527K Hold
14,360
– – 0.02% 242
2017
Q2 		$511K Buy
14,360
+4,400
+44% +$155K 0.02% 236
2017
Q1 		$347K Buy
9,960
+48
+0.5% +$1.65K 0.01% 277
2016
Q4 		$326K Hold
9,912
– – 0.01% 276
2016
Q3 		$321K Hold
9,912
– – 0.01% 284
2016
Q2 		$306K Hold
9,912
– – 0.01% 283
2016
Q1 		$300K Buy
9,912
+680
+7% +$19.2K 0.01% 288
2015
Q4 		$277K Buy
9,232
+1,328
+17% +$40.5K 0.01% 297
2015
Q3 		$231K Buy
+7,904
New +$246K 0.01% 271

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UMB Bank's VO Position: Q1 2026 in Review

UMB Bank increased its Vanguard Mid-Cap ETF (VO) stake by 9.2% in Q1 2026, buying an estimated $308K and bringing the position to 49,364 shares worth $3.54M. The position accounts for 0.05% of the portfolio, ranked #206.

UMB Bank first reported a position in VO in Q3 2015 and has held it in 43 quarters since. The position peaked at $19.1M in Q4 2021. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • UMB Bank held 49,364 shares of Vanguard Mid-Cap ETF worth $3.54M as of Q1 2026.
  • UMB Bank bought 4,144 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $308K.
  • Vanguard Mid-Cap ETF made up 0.05% of UMB Bank's portfolio in Q1 2026, its #206 holding.
  • UMB Bank first reported a position in Vanguard Mid-Cap ETF in Q3 2015 and has held it in 43 quarters since.
  • UMB Bank's Vanguard Mid-Cap ETF position peaked at $19.1M in Q4 2021.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.