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

Webster 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	$1.02M	Buy	12,624 +860	+7%	+$66.7K	0.09%	125
2026 Q1	$845K	Buy	11,764 +4,056	+53%	+$301K	0.08%	136
2025 Q4	$559K	Sell	7,708 -720	-9%	-$52.4K	0.05%	158
2025 Q3	$619K	Sell	8,428 -136	-2%	-$9.77K	0.06%	143
2025 Q2	$599K	Sell	8,564 -1,336	-13%	-$87.7K	0.06%	142
2025 Q1	$640K	Sell	9,900 -368	-4%	-$24.7K	0.07%	140
2024 Q4	$678K	Buy	10,268 +404	+4%	+$27.4K	0.07%	138
2024 Q3	$651K	Sell	9,864 -768	-7%	-$48.2K	0.07%	144
2024 Q2	$644K	Buy	10,632 +196	+2%	+$11.9K	0.07%	141
2024 Q1	$652K	Buy	10,436 +504	+5%	+$29.8K	0.07%	145
2023 Q4	$578K	Buy	9,932 +1,760	+22%	+$94K	0.07%	146
2023 Q3	$425K	Hold	8,172	–	–	0.06%	153
2023 Q2	$450K	Sell	8,172 -400	-5%	-$21K	0.06%	148
2023 Q1	$452K	Buy	8,572 +1,392	+19%	+$74.1K	0.06%	150
2022 Q4	$366K	Hold	7,180	–	–	0.05%	161
2022 Q3	$337K	Hold	7,180	–	–	0.05%	160
2022 Q2	$354K	Hold	7,180	–	–	0.05%	156
2022 Q1	$427K	Sell	7,180 -19,368	-73%	-$1.14M	0.05%	150
2021 Q4	$1.69M	Sell	26,548 -88	-0.3%	-$5.52K	0.18%	88
2021 Q3	$1.58M	Buy	26,636 +240	+0.9%	+$14.5K	0.18%	90
2021 Q2	$1.57M	Buy	26,396 +3,760	+17%	+$218K	0.17%	95
2021 Q1	$1.25M	Sell	22,636 -4,336	-16%	-$235K	0.14%	108
2020 Q4	$1.39M	Hold	26,972	–	–	0.16%	102
2020 Q3	$1.19M	Hold	26,972	–	–	0.16%	103
2020 Q2	$1.1M	Hold	26,972	–	–	0.16%	100
2020 Q1	$888K	Hold	26,972	–	–	0.15%	106
2019 Q4	$1.2M	Hold	26,972	–	–	0.15%	111
2019 Q3	$1.13M	Hold	26,972	–	–	0.15%	109
2019 Q2	$1.13M	Sell	26,972 -20,612	-43%	-$843K	0.16%	113
2019 Q1	$1.91M	Hold	47,584	–	–	0.27%	82
2018 Q4	$1.64M	Hold	47,584	–	–	0.27%	84
2018 Q3	$1.95M	Buy	47,584 +1,300	+3%	+$53K	0.27%	87
2018 Q2	$1.82M	Hold	46,284	–	–	0.26%	89
2018 Q1	$1.78M	Hold	46,284	–	–	0.26%	93
2017 Q4	$1.79M	Sell	46,284 -356	-0.8%	-$13.4K	0.25%	97
2017 Q3	$1.71M	Hold	46,640	–	–	0.25%	94
2017 Q2	$1.66M	Hold	46,640	–	–	0.25%	96
2017 Q1	$1.62M	Buy	46,640 +3,540	+8%	+$122K	0.24%	92
2016 Q4	$1.42M	Buy	43,100 +1,500	+4%	+$48.6K	0.21%	97
2016 Q3	$1.35M	Hold	41,600	–	–	0.2%	98
2016 Q2	$1.29M	Sell	41,600 -1,340	-3%	-$41K	0.19%	98
2016 Q1	$1.3M	Sell	42,940 -14,940	-26%	-$423K	0.2%	97
2015 Q4	$1.74M	Buy	57,880 +41,384	+251%	+$1.26M	0.28%	84
2015 Q3	$481K	Sell	16,496 -11,468	-41%	-$358K	0.09%	132
2015 Q2	$891K	Buy	27,964 +20,204	+260%	+$656K	0.15%	111
2015 Q1	$257K	Sell	7,760 -2,748	-26%	-$86.4K	0.04%	173
2014 Q4	$325K	Sell	10,508 -8,816	-46%	-$266K	0.05%	161
2014 Q3	$567K	Buy	+19,324	New	+$574K	0.1%	122

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Webster Bank's VO Position: Q2 2026 in Review

Webster Bank increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.3% in Q2 2026, buying an estimated $66.7K and bringing the position to 12,624 shares worth $1.02M. The position accounts for 0.09% of the portfolio, ranked #125.

Webster Bank first reported a position in VO in Q3 2014 and has held it in 48 quarters since. The position peaked at $1.95M in Q3 2018. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Webster Bank held 12,624 shares of Vanguard Morningstar Mid-Cap ETF worth $1.02M as of Q2 2026.
Webster Bank bought 860 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $66.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.09% of Webster Bank's portfolio in Q2 2026, its #125 holding.
Webster Bank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2014 and has held it in 48 quarters since.
Webster Bank's Vanguard Morningstar Mid-Cap ETF position peaked at $1.95M in Q3 2018.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.