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

VeraBank’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	$2.61M	Sell	32,408 -1,200	-4%	-$93K	0.43%	37
2026 Q1	$2.41M	Sell	33,608 -204	-0.6%	-$15.2K	0.44%	36
2025 Q4	$2.45M	Sell	33,812 -1,320	-4%	-$96K	0.45%	38
2025 Q3	$2.58M	Sell	35,132 -1,000	-3%	-$71.8K	0.48%	37
2025 Q2	$2.53M	Buy	36,132 +5,008	+16%	+$329K	0.51%	35
2025 Q1	$2.01M	Buy	31,124 +5,000	+19%	+$336K	0.56%	36
2024 Q4	$1.73M	Sell	26,124 -1,612	-6%	-$109K	0.49%	41
2024 Q3	$1.83M	Sell	27,736 -1,112	-4%	-$69.8K	0.54%	41
2024 Q2	$1.75M	Hold	28,848	–	–	0.54%	40
2024 Q1	$1.8M	Sell	28,848 -2,092	-7%	-$124K	0.56%	40
2023 Q4	$1.8M	Sell	30,940 -9,172	-23%	-$490K	0.61%	38
2023 Q3	$2.09M	Buy	40,112 +7,732	+24%	+$424K	0.8%	28
2023 Q2	$1.78M	Buy	32,380 +228	+0.7%	+$12K	0.69%	35
2023 Q1	$1.7M	Sell	32,152 -1,420	-4%	-$75.5K	0.79%	34
2022 Q4	$1.71M	Sell	33,572 -160	-0.5%	-$8.15K	0.85%	31
2022 Q3	$1.58M	Sell	33,732 -644	-2%	-$33.7K	1%	27
2022 Q2	$1.69M	Buy	34,376 +19,340	+129%	+$1.04M	0.99%	26
2022 Q1	$894K	Buy	15,036 +1,056	+8%	+$62K	0.46%	50
2021 Q4	$890K	Sell	13,980 -16,576	-54%	-$1.04M	0.45%	53
2021 Q3	$1.81M	Buy	30,556 +24,764	+428%	+$1.5M	1.02%	30
2021 Q2	$344K	Buy	+5,792	New	+$336K	0.2%	88

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

VeraBank's VO Position: Q2 2026 in Review

VeraBank reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.6% in Q2 2026, selling an estimated $93K and leaving 32,408 shares worth $2.61M. The position accounts for 0.43% of the portfolio, ranked #37.

VeraBank first reported a position in VO in Q2 2021 and has held it in 21 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

VeraBank held 32,408 shares of Vanguard Morningstar Mid-Cap ETF worth $2.61M as of Q2 2026.
VeraBank sold 1,200 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $93K.
Vanguard Morningstar Mid-Cap ETF made up 0.43% of VeraBank's portfolio in Q2 2026, its #37 holding.
VeraBank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on VeraBank's 13F filing for Q2 2026, filed 6 Aug 2026.