FUBT
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First United Bank & Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

First United 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
2026
Q2 		$11.3M Buy
140,053
+5,109
+4% +$396K 3.25% 5
2026
Q1 		$9.69M Buy
134,944
+38,584
+40% +$2.87M 3.15% 5
2025
Q4 		$6.99M Buy
96,360
+19,160
+25% +$1.39M 2.23% 10
2025
Q3 		$5.67M Buy
77,200
+7,628
+11% +$548K 1.84% 11
2025
Q2 		$4.87M Sell
69,572
-3,712
-5% -$244K 1.7% 14
2025
Q1 		$4.74M Buy
73,284
+4,032
+6% +$271K 1.77% 10
2024
Q4 		$4.57M Buy
69,252
+4,332
+7% +$294K 1.66% 12
2024
Q3 		$4.28M Buy
64,920
+7,244
+13% +$455K 1.54% 15
2024
Q2 		$3.49M Sell
57,676
-1,004
-2% -$61K 1.3% 21
2024
Q1 		$3.67M Buy
58,680
+2,544
+5% +$150K 1.36% 20
2023
Q4 		$3.26M Buy
56,136
+1,248
+2% +$66.7K 1.3% 19
2023
Q3 		$2.86M Buy
54,888
+1,236
+2% +$67.8K 1.33% 20
2023
Q2 		$2.95M Buy
53,652
+3,196
+6% +$168K 1.31% 18
2023
Q1 		$2.66M Buy
50,456
+352
+0.7% +$18.7K 1.25% 22
2022
Q4 		$2.55M Sell
50,104
-4,496
-8% -$229K 1.25% 25
2022
Q3 		$2.57M Sell
54,600
-2,340
-4% -$122K 1.29% 19
2022
Q2 		$2.8M Sell
56,940
-17,988
-24% -$972K 1.29% 21
2022
Q1 		$4.46M Sell
74,928
-7,432
-9% -$436K 1.75% 12
2021
Q4 		$5.25M Buy
82,360
+1,028
+1% +$64.4K 1.94% 13
2021
Q3 		$4.81M Buy
81,332
+400
+0.5% +$24.2K 1.96% 12
2021
Q2 		$4.8M Sell
80,932
-956
-1% -$55.4K 2.01% 10
2021
Q1 		$4.53M Buy
81,888
+18,492
+29% +$1M 1.94% 9
2020
Q4 		$3.28M Buy
63,396
+11,980
+23% +$580K 1.58% 16
2020
Q3 		$2.27M Sell
51,416
-2,232
-4% -$97.3K 1.27% 20
2020
Q2 		$2.2M Buy
53,648
+1,696
+3% +$65K 1.3% 22
2020
Q1 		$1.71M Buy
51,952
+6,332
+14% +$262K 1.22% 24
2019
Q4 		$2.03M Buy
45,620
+1,328
+3% +$57K 1.17% 24
2019
Q3 		$1.86M Sell
44,292
-2,972
-6% -$124K 1.17% 27
2019
Q2 		$1.98M Sell
47,264
-1,360
-3% -$55.6K 1.17% 24
2019
Q1 		$1.95M Buy
48,624
+3,344
+7% +$129K 1.21% 24
2018
Q4 		$1.56M Buy
45,280
+1,040
+2% +$39K 1.1% 32
2018
Q3 		$1.82M Buy
44,240
+932
+2% +$38K 1.14% 30
2018
Q2 		$1.71M Buy
43,308
+1,948
+5% +$76.5K 1.13% 35
2018
Q1 		$1.59M Buy
41,360
+2,548
+7% +$100K 1.05% 36
2017
Q4 		$1.5M Buy
38,812
+2,624
+7% +$99K 0.98% 40
2017
Q3 		$1.33M Sell
36,188
-888
-2% -$32K 0.89% 42
2017
Q2 		$1.32M Buy
37,076
+3,840
+12% +$136K 0.9% 43
2017
Q1 		$1.16M Buy
33,236
+17,496
+111% +$601K 0.81% 46
2016
Q4 		$518K Buy
+15,740
New +$510K 0.39% 76

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

First United Bank & Trust's VO Position: Q2 2026 in Review

First United Bank & Trust increased its Vanguard Mid-Cap ETF (VO) stake by 3.8% in Q2 2026, buying an estimated $396K and bringing the position to 140,053 shares worth $11.3M. The position accounts for 3.25% of the portfolio, ranked #5.

First United Bank & Trust first reported a position in VO in Q4 2016 and has held it in 39 quarters since. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • First United Bank & Trust held 140,053 shares of Vanguard Mid-Cap ETF worth $11.3M as of Q2 2026.
  • First United Bank & Trust bought 5,109 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $396K.
  • Vanguard Mid-Cap ETF made up 3.25% of First United Bank & Trust's portfolio in Q2 2026, its #5 holding.
  • First United Bank & Trust first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.