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

Umpqua 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 Q2	$388K	Sell	4,810 -402	-8%	-$31.2K	0.09%	132
2026 Q1	$374K	Buy	5,212 +132	+3%	+$9.81K	0.11%	124
2025 Q4	$369K	Hold	5,080	–	–	0.1%	127
2025 Q3	$371K	Sell	5,080 -136	-3%	-$9.77K	0.1%	126
2025 Q2	$368K	Buy	5,216 +1,236	+31%	+$81.1K	0.11%	129
2025 Q1	$257K	Buy	3,980 +136	+4%	+$9.13K	0.09%	140
2024 Q4	$256K	Hold	3,844	–	–	0.09%	140
2024 Q3	$254K	Hold	3,844	–	–	0.09%	138
2024 Q2	$233K	Hold	3,844	–	–	0.09%	135
2024 Q1	$240K	Buy	+3,844	New	+$227K	0.1%	132

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Umpqua Bank's VO Position: Q2 2026 in Review

Umpqua Bank reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.7% in Q2 2026, selling an estimated $31.2K and leaving 4,810 shares worth $388K. The position accounts for 0.09% of the portfolio, ranked #132.

Umpqua Bank first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 2,449 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Umpqua Bank held 4,810 shares of Vanguard Morningstar Mid-Cap ETF worth $388K as of Q2 2026.
Umpqua Bank sold 402 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $31.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.09% of Umpqua Bank's portfolio in Q2 2026, its #132 holding.
Umpqua Bank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,449 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.