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Bath Savings Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

Bath Savings 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 		$1.43M Buy
17,761
+1,105
+7% +$85.7K 0.15% 80
2026
Q1 		$1.2M Buy
16,656
+7,496
+82% +$557K 0.13% 86
2025
Q4 		$665K Buy
9,160
+400
+5% +$29.1K 0.07% 112
2025
Q3 		$643K Buy
8,760
+1,136
+15% +$81.6K 0.06% 114
2025
Q2 		$533K Buy
7,624
+3,092
+68% +$203K 0.05% 122
2025
Q1 		$293K Buy
4,532
+120
+3% +$8.05K 0.03% 141
2024
Q4 		$291K Hold
4,412
– – 0.03% 141
2024
Q3 		$291K Sell
4,412
-220
-5% -$13.8K 0.03% 143
2024
Q2 		$280K Buy
4,632
+60
+1% +$3.65K 0.03% 144
2024
Q1 		$286K Buy
4,572
+296
+7% +$17.5K 0.03% 139
2023
Q4 		$249K Buy
+4,276
New +$228K 0.03% 146

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Bath Savings Trust's VO Position: Q2 2026 in Review

Bath Savings Trust increased its Vanguard Mid-Cap ETF (VO) stake by 6.6% in Q2 2026, buying an estimated $85.7K and bringing the position to 17,761 shares worth $1.43M. The position accounts for 0.15% of the portfolio, ranked #80.

Bath Savings Trust first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 823 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Bath Savings Trust held 17,761 shares of Vanguard Mid-Cap ETF worth $1.43M as of Q2 2026.
  • Bath Savings Trust bought 1,105 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $85.7K.
  • Vanguard Mid-Cap ETF made up 0.15% of Bath Savings Trust's portfolio in Q2 2026, its #80 holding.
  • Bath Savings Trust first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 823 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Bath Savings Trust's 13F filing for Q2 2026, filed 9 Jul 2026.