Washington Trust Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Washington Trust Advisors’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	$589K	Buy	7,316 +508	+7%	+$39.4K	0.04%	149
2026 Q1	$489K	Buy	6,808 +344	+5%	+$25.6K	0.04%	153
2025 Q4	$469K	Buy	6,464 +304	+5%	+$22.1K	0.04%	152
2025 Q3	$452K	Buy	6,160 +916	+17%	+$65.8K	0.03%	155
2025 Q2	$367K	Buy	5,244 +520	+11%	+$34.1K	0.03%	154
2025 Q1	$305K	Buy	4,724 +548	+13%	+$36.8K	0.03%	164
2024 Q4	$276K	Buy	4,176 +20	+0.5%	+$1.36K	0.02%	167
2024 Q3	$274K	Buy	4,156 +4	+0.1%	+$251	0.02%	174
2024 Q2	$251K	Hold	4,152	–	–	0.02%	173
2024 Q1	$259K	Hold	4,152	–	–	0.02%	173
2023 Q4	$241K	Sell	4,152 -536	-11%	-$28.6K	0.02%	170
2023 Q3	$244K	Hold	4,688	–	–	0.03%	161
2023 Q2	$258K	Buy	4,688 +3,836	+450%	+$201K	0.03%	156
2023 Q1	$44.9K	Sell	852 -192	-18%	-$10.2K	﹤0.01%	324
2022 Q4	$53.3K	Sell	1,044 -804	-44%	-$41K	0.01%	305
2022 Q3	$87K	Sell	1,848 -216	-10%	-$11.3K	0.01%	303
2022 Q2	$102K	Buy	2,064 +1,024	+98%	+$55.3K	0.01%	287
2022 Q1	$62K	Hold	1,040	–	–	﹤0.01%	407
2021 Q4	$66K	Buy	+1,040	New	+$65.2K	﹤0.01%	426

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 22.9% 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

Washington Trust Advisors's VO Position: Q2 2026 in Review

Washington Trust Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.5% in Q2 2026, buying an estimated $39.4K and bringing the position to 7,316 shares worth $589K. The position accounts for 0.04% of the portfolio, ranked #149.

Washington Trust Advisors first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Washington Trust Advisors held 7,316 shares of Vanguard Morningstar Mid-Cap ETF worth $589K as of Q2 2026.
Washington Trust Advisors bought 508 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $39.4K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Washington Trust Advisors's portfolio in Q2 2026, its #149 holding.
Washington Trust Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.