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

United Community 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	$445K	Buy	5,528 +2,652	+92%	+$206K	0.14%	122
2026 Q1	$206K	Buy	2,876 +208	+8%	+$15.5K	0.07%	195
2025 Q4	$194K	Buy	2,668 +208	+8%	+$15.1K	0.07%	171
2025 Q3	$181K	Buy	+2,460	New	+$177K	0.06%	215
2025 Q2	–	Sell	-12,568	Closed	-$813K	–	538
2025 Q1	$813K	Buy	+12,568	New	+$843K	0.3%	80

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

United Community Bank's VO Position: Q2 2026 in Review

United Community Bank increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 92% in Q2 2026, buying an estimated $206K and bringing the position to 5,528 shares worth $445K. The position accounts for 0.14% of the portfolio, ranked #122.

United Community Bank first reported a position in VO in Q1 2025 and has held it in 5 quarters since. The position peaked at $813K in Q1 2025. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

United Community Bank held 5,528 shares of Vanguard Morningstar Mid-Cap ETF worth $445K as of Q2 2026.
United Community Bank bought 2,652 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $206K.
Vanguard Morningstar Mid-Cap ETF made up 0.14% of United Community Bank's portfolio in Q2 2026, its #122 holding.
United Community Bank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
United Community Bank's Vanguard Morningstar Mid-Cap ETF position peaked at $813K in Q1 2025.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.