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First Bancorp’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

First Bancorp’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 		$12.6M Buy
156,039
+167
+0.1% +$12.9K 4.96% 4
2026
Q1 		$11.2M Buy
155,872
+3,260
+2% +$242K 5.56% 4
2025
Q4 		$11.1M Buy
152,612
+4,152
+3% +$302K 5.89% 3
2025
Q3 		$10.9M Buy
148,460
+788
+0.5% +$56.6K 5.8% 3
2025
Q2 		$10.3M Buy
147,672
+8,100
+6% +$532K 5.93% 3
2025
Q1 		$9.02M Buy
139,572
+2,900
+2% +$195K 5.86% 2
2024
Q4 		$9.02M Buy
136,672
+6,248
+5% +$424K 6.17% 2
2024
Q3 		$8.6M Sell
130,424
-968
-0.7% -$60.8K 5.98% 3
2024
Q2 		$7.95M Buy
131,392
+640
+0.5% +$38.9K 5.88% 3
2024
Q1 		$8.17M Sell
130,752
-4,476
-3% -$265K 6.18% 3
2023
Q4 		$7.86M Buy
135,228
+2,712
+2% +$145K 6.22% 3
2023
Q3 		$6.9M Sell
132,516
-2,660
-2% -$146K 6.02% 3
2023
Q2 		$7.44M Buy
135,176
+932
+0.7% +$48.9K 6.14% 3
2023
Q1 		$7.08M Sell
134,244
-8,896
-6% -$473K 6.06% 3
2022
Q4 		$7.29M Sell
143,140
-1,196
-0.8% -$60.9K 6.13% 3
2022
Q3 		$6.78M Buy
144,336
+37,100
+35% +$1.94M 6.14% 3
2022
Q2 		$5.28M Buy
107,236
+192
+0.2% +$10.4K 5% 3
2022
Q1 		$6.37M Sell
107,044
-1,428
-1% -$83.8K 5.83% 3
2021
Q4 		$6.91M Buy
108,472
+2,372
+2% +$149K 6.02% 2
2021
Q3 		$6.28M Buy
+106,100
New +$6.41M 5.95% 2
2021
Q1 		$6.05M Buy
+109,372
New +$5.94M 5.97% 2

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

First Bancorp's VO Position: Q2 2026 in Review

First Bancorp increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.11% in Q2 2026, buying an estimated $12.9K and bringing the position to 156,039 shares worth $12.6M. The position accounts for 4.96% of the portfolio, ranked #4.

First Bancorp first reported a position in VO in Q1 2021 and has held it in 21 quarters since. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • First Bancorp held 156,039 shares of Vanguard Morningstar Mid-Cap ETF worth $12.6M as of Q2 2026.
  • First Bancorp bought 167 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $12.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 4.96% of First Bancorp's portfolio in Q2 2026, its #4 holding.
  • First Bancorp first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on First Bancorp's 13F filing for Q2 2026, filed 11 Aug 2026.