Davidson Trust Company’s Vanguard Mid-Cap ETF VO Stock Holding History

Davidson Trust Company’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 Q1	$722K	Buy	10,060 +576	+6%	+$42.8K	0.31%	83
2025 Q4	$688K	Sell	9,484 -752	-7%	-$54.7K	0.29%	88
2025 Q3	$751K	Sell	10,236 -108	-1%	-$7.76K	0.31%	78
2025 Q2	$723K	Buy	10,344 +40	+0.4%	+$2.63K	0.33%	76
2025 Q1	$666K	Hold	10,304	–	–	0.32%	79
2024 Q4	$680K	Buy	10,304 +1,320	+15%	+$89.6K	0.35%	71
2024 Q3	$592K	Buy	8,984 +32	+0.4%	+$2.01K	0.3%	82
2024 Q2	$542K	Buy	8,952 +2,636	+42%	+$160K	0.37%	76
2024 Q1	$395K	Buy	+6,316	New	+$373K	0.23%	101

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Davidson Trust Company's VO Position: Q1 2026 in Review

Davidson Trust Company increased its Vanguard Mid-Cap ETF (VO) stake by 6.1% in Q1 2026, buying an estimated $42.8K and bringing the position to 10,060 shares worth $722K. The position accounts for 0.31% of the portfolio, ranked #83.

Davidson Trust Company first reported a position in VO in Q1 2024 and has held it in 9 quarters since. The position peaked at $751K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Davidson Trust Company held 10,060 shares of Vanguard Mid-Cap ETF worth $722K as of Q1 2026.
Davidson Trust Company bought 576 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $42.8K.
Vanguard Mid-Cap ETF made up 0.31% of Davidson Trust Company's portfolio in Q1 2026, its #83 holding.
Davidson Trust Company first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Davidson Trust Company's Vanguard Mid-Cap ETF position peaked at $751K in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Davidson Trust Company's 13F filing for Q1 2026, filed 20 Apr 2026.