UBV
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United Bank (Virginia)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

United Bank (Virginia)’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 		$8.62M Sell
106,970
-8,166
-7% -$633K 1.01% 28
2026
Q1 		$8.27M Sell
115,136
-1,980
-2% -$147K 1.06% 33
2025
Q4 		$8.5M Hold
117,116
– – 1.12% 24
2025
Q3 		$8.6M Sell
117,116
-3,300
-3% -$237K 1.03% 35
2025
Q2 		$8.42M Sell
120,416
-3,080
-2% -$202K 1.01% 36
2025
Q1 		$7.98M Buy
123,496
+23,300
+23% +$1.56M 1.02% 36
2024
Q4 		$6.62M Sell
100,196
-3,128
-3% -$212K 0.79% 34
2024
Q3 		$6.81M Buy
103,324
+1,608
+2% +$101K 0.79% 34
2024
Q2 		$6.16M Sell
101,716
-4,064
-4% -$247K 0.76% 36
2024
Q1 		$6.61M Buy
105,780
+8,172
+8% +$483K 0.79% 35
2023
Q4 		$5.68M Sell
97,608
-6,604
-6% -$353K 0.71% 35
2023
Q3 		$5.43M Sell
104,212
-30,508
-23% -$1.67M 0.71% 34
2023
Q2 		$7.41M Sell
134,720
-46,208
-26% -$2.42M 0.91% 33
2023
Q1 		$9.54M Sell
180,928
-1,476
-0.8% -$78.5K 1.22% 31
2022
Q4 		$9.29M Buy
182,404
+4,580
+3% +$233K 1.3% 28
2022
Q3 		$8.36M Sell
177,824
-2,312
-1% -$121K 1.29% 28
2022
Q2 		$8.87M Buy
180,136
+7,232
+4% +$391K 1.33% 27
2022
Q1 		$10.3M Sell
172,904
-21,792
-11% -$1.28M 1.35% 28
2021
Q4 		$12.4M Sell
194,696
-5,984
-3% -$375K 1.52% 24
2021
Q3 		$11.9M Sell
200,680
-7,092
-3% -$429K 1.59% 23
2021
Q2 		$12.3M Sell
207,772
-8,988
-4% -$521K 1.66% 26
2021
Q1 		$12M Hold
216,760
– – 1.65% 26
2020
Q4 		$11.2M Sell
216,760
-340
-0.2% -$16.5K 1.68% 26
2020
Q3 		$9.57M Buy
217,100
+340
+0.2% +$14.8K 1.67% 25
2020
Q2 		$8.88M Hold
216,760
– – 1.61% 26
2020
Q1 		$7.13M Buy
216,760
+77,924
+56% +$3.23M 1.55% 25
2019
Q4 		$6.18M Hold
138,836
– – 1.07% 27
2019
Q3 		$5.82M Buy
138,836
+21,464
+18% +$897K 1.06% 27
2019
Q2 		$4.91M Hold
117,372
– – 0.82% 31
2019
Q1 		$4.72M Sell
117,372
-2,088
-2% -$80.3K 0.85% 30
2018
Q4 		$4.13M Hold
119,460
– – 0.86% 31
2018
Q3 		$4.9M Hold
119,460
– – 1.03% 29
2018
Q2 		$4.71M Hold
119,460
– – 1.09% 29
2018
Q1 		$4.61M Sell
119,460
-80
-0.1% -$3.15K 1.06% 28
2017
Q4 		$4.63M Buy
119,540
+47,540
+66% +$1.79M 1.14% 26
2017
Q3 		$2.65M Buy
72,000
+26,772
+59% +$966K 2.53% 18
2017
Q2 		$1.61M Hold
45,228
– – 1.57% 29
2017
Q1 		$1.57M Buy
45,228
+1,732
+4% +$59.5K 1.62% 26
2016
Q4 		$1.43M Hold
43,496
– – 1.74% 26
2016
Q3 		$1.41M Sell
43,496
-40,332
-48% -$1.29M 1.51% 28
2016
Q2 		$2.59M Sell
83,828
-5,372
-6% -$164K 2.56% 16
2016
Q1 		$2.7M Buy
+89,200
New +$2.52M 2.71% 15

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

United Bank (Virginia)'s VO Position: Q2 2026 in Review

United Bank (Virginia) reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.1% in Q2 2026, selling an estimated $633K and leaving 106,970 shares worth $8.62M. The position accounts for 1.01% of the portfolio, ranked #28.

United Bank (Virginia) first reported a position in VO in Q1 2016 and has held it in 42 quarters since. The position peaked at $12.4M in Q4 2021. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • United Bank (Virginia) held 106,970 shares of Vanguard Morningstar Mid-Cap ETF worth $8.62M as of Q2 2026.
  • United Bank (Virginia) sold 8,166 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $633K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.01% of United Bank (Virginia)'s portfolio in Q2 2026, its #28 holding.
  • United Bank (Virginia) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2016 and has held it in 42 quarters since.
  • United Bank (Virginia)'s Vanguard Morningstar Mid-Cap ETF position peaked at $12.4M in Q4 2021.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on United Bank (Virginia)'s 13F filing for Q2 2026, filed 30 Jul 2026.