FineMark National Bank & Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

FineMark National Bank & 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
2025 Q4	$5.34M	Buy	73,580 +37,532	+104%	+$2.73M	0.17%	116
2025 Q3	$2.65M	Buy	36,048 +16,872	+88%	+$1.21M	0.09%	152
2025 Q2	$1.34M	Buy	19,176 +356	+2%	+$23.4K	0.05%	194
2025 Q1	$1.22M	Buy	18,820 +1,944	+12%	+$130K	0.04%	197
2024 Q4	$1.11M	Sell	16,876 -1,512	-8%	-$103K	0.04%	200
2024 Q3	$1.21M	Buy	18,388 +1,124	+7%	+$70.6K	0.04%	194
2024 Q2	$1.04M	Buy	17,264 +3,852	+29%	+$234K	0.04%	198
2024 Q1	$838K	Buy	13,412 +472	+4%	+$27.9K	0.03%	228
2023 Q4	$753K	Sell	12,940 -532	-4%	-$28.4K	0.03%	230
2023 Q3	$701K	Buy	13,472 +868	+7%	+$47.6K	0.03%	232
2023 Q2	$694K	Buy	12,604 +6,148	+95%	+$322K	0.03%	243
2023 Q1	$340K	Sell	6,456 -20	-0.3%	-$1.06K	0.01%	317
2022 Q4	$330K	Sell	6,476 -2,688	-29%	-$137K	0.01%	310
2022 Q3	$431K	Buy	9,164 +8	+0.1%	+$418	0.02%	270
2022 Q2	$451K	Sell	9,156 -84	-0.9%	-$4.54K	0.02%	284
2022 Q1	$549K	Sell	9,240 -3,424	-27%	-$201K	0.02%	272
2021 Q4	$807K	Sell	12,664 -5,692	-31%	-$357K	0.03%	240
2021 Q3	$1.09M	Buy	18,356 +580	+3%	+$35K	0.05%	203
2021 Q2	$1.05M	Buy	17,776 +3,068	+21%	+$178K	0.04%	212
2021 Q1	$814K	Buy	14,708 +48	+0.3%	+$2.6K	0.03%	228
2020 Q4	$758K	Hold	14,660	–	–	0.03%	227
2020 Q3	$646K	Buy	14,660 +1,248	+9%	+$54.4K	0.03%	223
2020 Q2	$550K	Buy	13,412 +480	+4%	+$18.4K	0.03%	228
2020 Q1	$426K	Hold	12,932	–	–	0.03%	237
2019 Q4	$576K	Hold	12,932	–	–	0.03%	234
2019 Q3	$542K	Buy	12,932 +3,316	+34%	+$139K	0.03%	239
2019 Q2	$402K	Sell	9,616 -2,664	-22%	-$109K	0.02%	263
2019 Q1	$494K	Sell	12,280 -364	-3%	-$14K	0.03%	229
2018 Q4	$437K	Sell	12,644 -29,020	-70%	-$1.09M	0.03%	246
2018 Q3	$1.71M	Buy	41,664 +31,880	+326%	+$1.3M	0.1%	125
2018 Q2	$386K	Hold	9,784	–	–	0.02%	282
2018 Q1	$377K	Sell	9,784 -1,912	-16%	-$75.3K	0.02%	277
2017 Q4	$453K	Buy	+11,696	New	+$441K	0.03%	243
2017 Q1	–	Sell	-3,664	Closed	-$121K	–	986
2016 Q4	$121K	Buy	3,664 +3,600	+5,625%	+$117K	0.01%	429
2016 Q3	$2K	Hold	64	–	–	﹤0.01%	1201
2016 Q2	$2K	Sell	64 -240	-79%	-$7.33K	﹤0.01%	1226
2016 Q1	$9K	Hold	304	–	–	﹤0.01%	934
2015 Q4	$9K	Buy	304 +240	+375%	+$7.32K	﹤0.01%	963
2015 Q3	$2K	Sell	64 -5,200	-99%	-$162K	﹤0.01%	1298
2015 Q2	$168K	Buy	5,264 +5,200	+8,125%	+$169K	0.02%	369
2015 Q1	$2K	Hold	64	–	–	﹤0.01%	1275
2014 Q4	$2K	Hold	64	–	–	﹤0.01%	1291
2014 Q3	$2K	Hold	64	–	–	﹤0.01%	1274
2014 Q2	$2K	Hold	64	–	–	﹤0.01%	1302
2014 Q1	$2K	Hold	64	–	–	﹤0.01%	1306
2013 Q4	$2K	Hold	64	–	–	﹤0.01%	1328
2013 Q3	$2K	Hold	64	–	–	﹤0.01%	1278
2013 Q2	$2K	Buy	+64	New	+$1.52K	﹤0.01%	1276

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

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

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

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

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

FineMark National Bank & Trust's VO Position: Q4 2025 in Review

FineMark National Bank & Trust increased its Vanguard Mid-Cap ETF (VO) stake by 104% in Q4 2025, buying an estimated $2.73M and bringing the position to 73,580 shares worth $5.34M. The position accounts for 0.17% of the portfolio, ranked #116.

FineMark National Bank & Trust first reported a position in VO in Q2 2013 and has held it in 48 quarters since. 2,368 funds tracked by Wall St. Rank hold VO as of Q4 2025.

FineMark National Bank & Trust held 73,580 shares of Vanguard Mid-Cap ETF worth $5.34M as of Q4 2025.
FineMark National Bank & Trust bought 37,532 Vanguard Mid-Cap ETF shares in Q4 2025, an estimated $2.73M.
Vanguard Mid-Cap ETF made up 0.17% of FineMark National Bank & Trust's portfolio in Q4 2025, its #116 holding.
FineMark National Bank & Trust first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 48 quarters since.
2,368 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.