First Bancorp’s Vanguard 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 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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management

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