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

Zions Bancorporation’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
2024 Q4	$118K	Hold	1,784	–	–	0.01%	355
2024 Q3	$118K	Hold	1,784	–	–	0.01%	364
2024 Q2	$108K	Hold	1,784	–	–	0.01%	373
2024 Q1	$111K	Sell	1,784 -456	-20%	-$26.9K	0.01%	357
2023 Q4	$130K	Buy	2,240 +456	+26%	+$24.4K	0.01%	343
2023 Q3	$92.9K	Sell	1,784 -2,016	-53%	-$111K	0.01%	349
2023 Q2	$209K	Hold	3,800	–	–	0.02%	305
2023 Q1	$200K	Hold	3,800	–	–	0.02%	310
2022 Q4	$194K	Sell	3,800 -2,664	-41%	-$136K	0.02%	315
2022 Q3	$304K	Buy	6,464 +1,364	+27%	+$71.3K	0.03%	269
2022 Q2	$251K	Sell	5,100 -12,852	-72%	-$694K	0.03%	295
2022 Q1	$1.07M	Buy	17,952 +16,860	+1,544%	+$989K	0.1%	146
2021 Q4	$70K	Hold	1,092	–	–	0.01%	415
2021 Q3	$65K	Hold	1,092	–	–	0.01%	422
2021 Q2	$65K	Buy	+1,092	New	+$63.3K	0.01%	395
2018 Q2	–	Sell	-2,800	Closed	-$108K	–	700
2018 Q1	$108K	Hold	2,800	–	–	0.02%	186
2017 Q4	$108K	Hold	2,800	–	–	0.02%	224
2017 Q3	$103K	Hold	2,800	–	–	0.01%	417
2017 Q2	$100K	Hold	2,800	–	–	0.02%	179
2017 Q1	$97K	Hold	2,800	–	–	0.02%	155
2016 Q4	$92K	Hold	2,800	–	–	0.02%	172
2016 Q3	$88K	Hold	2,800	–	–	0.02%	176
2016 Q2	$88K	Hold	2,800	–	–	0.02%	164
2016 Q1	$86K	Hold	2,800	–	–	0.02%	175
2015 Q4	$76K	Buy	+2,800	New	+$85.4K	0.01%	171

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Zions Bancorporation's VO Position: Q4 2024 in Review

Zions Bancorporation held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q4 2024 at 1,784 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #355.

Zions Bancorporation first reported a position in VO in Q4 2015 and has held it in 25 quarters since. The position peaked at $1.07M in Q1 2022. 2,137 funds tracked by Wall St. Rank hold VO as of Q4 2024.

Zions Bancorporation held 1,784 shares of Vanguard Morningstar Mid-Cap ETF worth $118K as of Q4 2024.
Zions Bancorporation left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q4 2024.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Zions Bancorporation's portfolio in Q4 2024, its #355 holding.
Zions Bancorporation first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2015 and has held it in 25 quarters since.
Zions Bancorporation's Vanguard Morningstar Mid-Cap ETF position peaked at $1.07M in Q1 2022.
2,137 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.