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Kennebec Savings Bank’s Vanguard Mid-Cap ETF VO Stock Holding History

Kennebec Savings 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
Q2 		$1.12M Sell
13,940
-1,140
-8% -$88.4K 0.9% 31
2026
Q1 		$1.08M Sell
15,080
-76
-0.5% -$5.65K 0.97% 31
2025
Q4 		$1.1M Sell
15,156
-172
-1% -$12.5K 0.95% 31
2025
Q3 		$1.13M Buy
15,328
+764
+5% +$54.9K 1.03% 30
2025
Q2 		$1.02M Sell
14,564
-136
-0.9% -$8.93K 1% 34
2025
Q1 		$950K Sell
14,700
-196
-1% -$13.2K 1.01% 31
2024
Q4 		$984K Sell
14,896
-448
-3% -$30.4K 0.99% 32
2024
Q3 		$1.01M Buy
+15,344
New +$963K 1% 29

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
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
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Kennebec Savings Bank's VO Position: Q2 2026 in Review

Kennebec Savings Bank reduced its Vanguard Mid-Cap ETF (VO) stake by 7.6% in Q2 2026, selling an estimated $88.4K and leaving 13,940 shares worth $1.12M. The position accounts for 0.9% of the portfolio, ranked #31.

Kennebec Savings Bank first reported a position in VO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q3 2025. 1,039 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Kennebec Savings Bank held 13,940 shares of Vanguard Mid-Cap ETF worth $1.12M as of Q2 2026.
  • Kennebec Savings Bank sold 1,140 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $88.4K.
  • Vanguard Mid-Cap ETF made up 0.9% of Kennebec Savings Bank's portfolio in Q2 2026, its #31 holding.
  • Kennebec Savings Bank first reported a position in Vanguard Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • Kennebec Savings Bank's Vanguard Mid-Cap ETF position peaked at $1.13M in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.