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

First County Bank’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
Q3 		$1.85M Sell
23,638
-107
-0.5% -$8.7K 0.86% 32
2026
Q2 		$1.91M Sell
23,745
-2,727
-10% -$211K 0.9% 31
2026
Q1 		$1.9M Buy
26,472
+988
+4% +$73.4K 1.01% 25
2025
Q4 		$1.85M Sell
25,484
-332
-1% -$24.2K 0.97% 26
2025
Q3 		$1.9M Buy
25,816
+1,968
+8% +$141K 0.97% 26
2025
Q2 		$1.67M Sell
23,848
-2,244
-9% -$147K 0.9% 28
2025
Q1 		$1.69M Buy
26,092
+3,328
+15% +$223K 0.93% 29
2024
Q4 		$1.5M Buy
22,764
+4,772
+27% +$324K 0.84% 30
2024
Q3 		$1.19M Buy
17,992
+3,144
+21% +$197K 0.59% 52
2024
Q2 		$899K Buy
14,848
+1,424
+11% +$86.5K 0.46% 73
2024
Q1 		$839K Sell
13,424
-64
-0.5% -$3.78K 0.41% 86
2023
Q4 		$784K Sell
13,488
-5,312
-28% -$284K 0.38% 90
2023
Q3 		$979K Buy
18,800
+5,508
+41% +$302K 0.51% 67
2023
Q2 		$732K Buy
13,292
+448
+3% +$23.5K 0.36% 97
2023
Q1 		$677K Buy
12,844
+5,720
+80% +$304K 0.33% 97
2022
Q4 		$363K Buy
+7,124
New +$363K 0.17% 138

Other funds holding VO

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

First County Bank's VO Position: Q3 2026 in Review

First County Bank reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.45% in Q3 2026, selling an estimated $8.7K and leaving 23,638 shares worth $1.85M. The position accounts for 0.86% of the portfolio, ranked #32.

First County Bank first reported a position in VO in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.91M in Q2 2026. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • First County Bank held 23,638 shares of Vanguard Morningstar Mid-Cap ETF worth $1.85M as of Q3 2026.
  • First County Bank sold 107 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $8.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.86% of First County Bank's portfolio in Q3 2026, its #32 holding.
  • First County Bank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • First County Bank's Vanguard Morningstar Mid-Cap ETF position peaked at $1.91M in Q2 2026.
  • 912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on First County Bank's 13F filing for Q3 2026, filed 13 Oct 2026.