AT
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Arlington Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

Arlington Trust’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 		$314K Buy
3,893
+505
+15% +$39.2K 0.03% 83
2026
Q1 		$243K Buy
3,388
+2,436
+256% +$181K 0.02% 82
2025
Q4 		$69.1K Hold
952
– – 0.01% 177
2025
Q3 		$69.9K Hold
952
– – 0.01% 319
2025
Q2 		$66.6K Sell
952
-400
-30% -$26.3K 0.01% 321
2025
Q1 		$87.4K Buy
1,352
+932
+222% +$62.5K 0.02% 286
2024
Q4 		$27.7K Hold
420
– – 0.01% 397
2024
Q3 		$27.7K Hold
420
– – 0.01% 386
2024
Q2 		$25.4K Hold
420
– – 0.01% 387
2024
Q1 		$26.2K Sell
420
-180
-30% -$10.6K 0.01% 319
2023
Q4 		$34.9K Buy
+600
New +$32.1K 0.01% 312

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SWM
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MPWT
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DC
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AWM
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CI
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PCTC
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BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return