Bank of New Hampshire’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bank of New Hampshire’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	$11.6M	Sell	143,545 -9,543	-6%	-$740K	2.41%	5
2026 Q1	$11M	Sell	153,088 -1,500	-1%	-$111K	2.51%	5
2025 Q4	$11.2M	Sell	154,588 -3,844	-2%	-$280K	2.52%	6
2025 Q3	$11.6M	Sell	158,432 -2,580	-2%	-$185K	2.68%	5
2025 Q2	$11.3M	Sell	161,012 -5,028	-3%	-$330K	2.8%	5
2025 Q1	$10.7M	Sell	166,040 -1,760	-1%	-$118K	2.81%	5
2024 Q4	$11.1M	Sell	167,800 -3,976	-2%	-$270K	2.85%	5
2024 Q3	$11.3M	Sell	171,776 -4,840	-3%	-$304K	2.84%	5
2024 Q2	$10.7M	Sell	176,616 -872	-0.5%	-$53K	2.78%	5
2024 Q1	$11.1M	Sell	177,488 -996	-0.6%	-$58.9K	2.91%	4
2023 Q4	$10.4M	Sell	178,484 -1,568	-0.9%	-$83.8K	2.95%	3
2023 Q3	$9.37M	Sell	180,052 -2,036	-1%	-$112K	2.81%	3
2023 Q2	$10M	Sell	182,088 -1,508	-0.8%	-$79.1K	2.87%	3
2023 Q1	$9.68M	Buy	183,596 +796	+0.4%	+$42.3K	2.91%	2
2022 Q4	$9.31M	Sell	182,800 -1,892	-1%	-$96.4K	2.81%	3
2022 Q3	$8.68M	Sell	184,692 -888	-0.5%	-$46.4K	2.71%	4
2022 Q2	$9.14M	Sell	185,580 -4,096	-2%	-$221K	2.64%	3
2022 Q1	$11.3M	Buy	189,676 +2,560	+1%	+$150K	2.74%	3
2021 Q4	$11.9M	Sell	187,116 -956	-0.5%	-$59.9K	2.9%	3
2021 Q3	$11.2M	Hold	188,072	–	–	2.98%	3
2021 Q2	$11.2M	Buy	+188,072	New	+$10.9M	2.98%	3

Other funds holding VO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JFG

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

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Bank of New Hampshire's VO Position: Q2 2026 in Review

Bank of New Hampshire reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.2% in Q2 2026, selling an estimated $740K and leaving 143,545 shares worth $11.6M. The position accounts for 2.41% of the portfolio, ranked #5.

Bank of New Hampshire first reported a position in VO in Q2 2021 and has held it in 21 quarters since. The position peaked at $11.9M in Q4 2021. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Bank of New Hampshire held 143,545 shares of Vanguard Morningstar Mid-Cap ETF worth $11.6M as of Q2 2026.
Bank of New Hampshire sold 9,543 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $740K.
Vanguard Morningstar Mid-Cap ETF made up 2.41% of Bank of New Hampshire's portfolio in Q2 2026, its #5 holding.
Bank of New Hampshire first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
Bank of New Hampshire's Vanguard Morningstar Mid-Cap ETF position peaked at $11.9M in Q4 2021.
1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bank of New Hampshire's 13F filing for Q2 2026, filed 14 Jul 2026.