HM Payson & Co’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.52M | Hold |
18,804
| – | – | 0.02% | 194 |
|
|
2026
Q1 | $1.35M | Buy |
18,804
+20
| +0.1% | +$1.49K | 0.02% | 199 |
|
|
2025
Q4 | $1.36M | Sell |
18,784
-312
| -2% | -$22.7K | 0.02% | 187 |
|
|
2025
Q3 | $1.4M | Buy |
19,096
+552
| +3% | +$39.6K | 0.02% | 180 |
|
|
2025
Q2 | $1.3M | Hold |
18,544
| – | – | 0.02% | 183 |
|
|
2025
Q1 | $1.2M | Sell |
18,544
-300
| -2% | -$20.1K | 0.02% | 198 |
|
|
2024
Q4 | $1.24M | Sell |
18,844
-300
| -2% | -$20.4K | 0.02% | 194 |
|
|
2024
Q3 | $1.26M | Sell |
19,144
-868
| -4% | -$54.5K | 0.02% | 196 |
|
|
2024
Q2 | $1.21M | Buy |
20,012
+632
| +3% | +$38.4K | 0.02% | 192 |
|
|
2024
Q1 | $1.21M | Sell |
19,380
-468
| -2% | -$27.7K | 0.02% | 193 |
|
|
2023
Q4 | $1.15M | Sell |
19,848
-1,660
| -8% | -$88.7K | 0.02% | 193 |
|
|
2023
Q3 | $1.12M | Sell |
21,508
-1,400
| -6% | -$76.8K | 0.03% | 183 |
|
|
2023
Q2 | $1.26M | Sell |
22,908
-4,072
| -15% | -$213K | 0.03% | 177 |
|
|
2023
Q1 | $1.42M | Buy |
26,980
+428
| +2% | +$22.8K | 0.03% | 161 |
|
|
2022
Q4 | $1.35M | Hold |
26,552
| – | – | 0.03% | 165 |
|
|
2022
Q3 | $1.25M | Buy |
26,552
+7,200
| +37% | +$376K | 0.03% | 167 |
|
|
2022
Q2 | $953K | Sell |
19,352
-1,580
| -8% | -$85.4K | 0.02% | 193 |
|
|
2022
Q1 | $1.25M | Buy |
20,932
+2,720
| +15% | +$160K | 0.03% | 181 |
|
|
2021
Q4 | $1.16M | Hold |
18,212
| – | – | 0.03% | 196 |
|
|
2021
Q3 | $1.08M | Buy |
18,212
+4
| +0% | +$242 | 0.03% | 200 |
|
|
2021
Q2 | $1.08M | Sell |
18,208
-356
| -2% | -$20.6K | 0.03% | 204 |
|
|
2021
Q1 | $1.03M | Sell |
18,564
-260
| -1% | -$14.1K | 0.03% | 204 |
|
|
2020
Q4 | $973K | Hold |
18,824
| – | – | 0.03% | 211 |
|
|
2020
Q3 | $829K | Buy |
18,824
+260
| +1% | +$11.3K | 0.03% | 209 |
|
|
2020
Q2 | $761K | Hold |
18,564
| – | – | 0.03% | 208 |
|
|
2020
Q1 | $611K | Sell |
18,564
-1,036
| -5% | -$42.9K | 0.02% | 206 |
|
|
2019
Q4 | $873K | Hold |
19,600
| – | – | 0.03% | 215 |
|
|
2019
Q3 | $821K | Sell |
19,600
-260
| -1% | -$10.9K | 0.03% | 217 |
|
|
2019
Q2 | $830K | Buy |
+19,860
| New | +$813K | 0.03% | 216 |
|
|
2018
Q3 | – | Sell |
-17,304
| Closed | -$682K | – | 362 |
|
|
2018
Q2 | $682K | Buy |
17,304
+668
| +4% | +$26.2K | 0.03% | 207 |
|
|
2018
Q1 | $642K | Sell |
16,636
-1,492
| -8% | -$58.7K | 0.03% | 212 |
|
|
2017
Q4 | $701K | Buy |
18,128
+6,152
| +51% | +$232K | 0.03% | 220 |
|
|
2017
Q3 | $440K | Sell |
11,976
-4,576
| -28% | -$165K | 0.02% | 240 |
|
|
2017
Q2 | $590K | Hold |
16,552
| – | – | 0.03% | 222 |
|
|
2017
Q1 | $576K | Sell |
16,552
-444
| -3% | -$15.3K | 0.03% | 217 |
|
|
2016
Q4 | $560K | Buy |
+16,996
| New | +$550K | 0.03% | 222 |
|
Other funds holding VO
HM Payson & Co's VO Position: Q2 2026 in Review
HM Payson & Co held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 18,804 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #194.
HM Payson & Co first reported a position in VO in Q4 2016 and has held it in 36 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- HM Payson & Co held 18,804 shares of Vanguard Morningstar Mid-Cap ETF worth $1.52M as of Q2 2026.
- HM Payson & Co left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
- Vanguard Morningstar Mid-Cap ETF made up 0.02% of HM Payson & Co's portfolio in Q2 2026, its #194 holding.
- HM Payson & Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 36 quarters since.
- 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.