MBT
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Montecito Bank & Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

Montecito 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 		$1.8M Buy
22,402
+4,262
+23% +$330K 0.27% 85
2026
Q1 		$1.3M Buy
18,140
+1,120
+7% +$83.2K 0.21% 108
2025
Q4 		$1.23M Sell
17,020
-496
-3% -$36.1K 0.2% 115
2025
Q3 		$1.29M Buy
+17,516
New +$1.26M 0.2% 116
2025
Q1 		$1.15M Sell
17,776
-500
-3% -$33.6K 0.2% 118
2024
Q4 		$1.21M Buy
18,276
+200
+1% +$13.6K 0.21% 109
2024
Q3 		$1.19M Buy
18,076
+196
+1% +$12.3K 0.2% 114
2024
Q2 		$1.08M Buy
17,880
+80
+0.4% +$4.86K 0.22% 106
2024
Q1 		$1.11M Sell
17,800
-880
-5% -$52K 0.22% 110
2023
Q4 		$1.09M Buy
18,680
+92
+0.5% +$4.92K 0.23% 111
2023
Q3 		$968K Buy
18,588
+4,816
+35% +$264K 0.23% 113
2023
Q2 		$758K Buy
13,772
+792
+6% +$41.5K 0.17% 138
2023
Q1 		$684K Sell
12,980
-48
-0.4% -$2.55K 0.16% 143
2022
Q4 		$664K Sell
13,028
-216
-2% -$11K 0.16% 145
2022
Q3 		$622K Sell
13,244
-672
-5% -$35.1K 0.16% 142
2022
Q2 		$685K Buy
13,916
+708
+5% +$38.3K 0.16% 148
2022
Q1 		$785K Buy
13,208
+520
+4% +$30.5K 0.15% 147
2021
Q4 		$808K Buy
12,688
+880
+7% +$55.2K 0.14% 143
2021
Q3 		$699K Buy
11,808
+1,524
+15% +$92.1K 0.14% 147
2021
Q2 		$610K Buy
10,284
+1,748
+20% +$101K 0.12% 160
2021
Q1 		$472K Sell
8,536
-4,004
-32% -$217K 0.1% 177
2020
Q4 		$649K Sell
12,540
-324
-3% -$15.7K 0.14% 125
2020
Q3 		$567K Buy
12,864
+280
+2% +$12.2K 0.14% 122
2020
Q2 		$516K Sell
12,584
-1,924
-13% -$73.7K 0.14% 132
2020
Q1 		$478K Buy
14,508
+1,832
+14% +$75.9K 0.16% 118
2019
Q4 		$565K Sell
12,676
-1,300
-9% -$55.8K 0.15% 126
2019
Q3 		$586K Sell
13,976
-728
-5% -$30.4K 0.17% 115
2019
Q2 		$614K Sell
14,704
-200
-1% -$8.18K 0.19% 114
2019
Q1 		$599K Buy
14,904
+400
+3% +$15.4K 0.18% 110
2018
Q4 		$501K Buy
14,504
+2,252
+18% +$84.5K 0.17% 118
2018
Q3 		$503K Hold
12,252
– – 0.15% 136
2018
Q2 		$483K Sell
12,252
-3,672
-23% -$144K 0.15% 119
2018
Q1 		$614K Buy
15,924
+4,772
+43% +$188K 0.2% 87
2017
Q4 		$431K Hold
11,152
– – 0.14% 122
2017
Q3 		$409K Sell
11,152
-240
-2% -$8.66K 0.14% 118
2017
Q2 		$406K Sell
11,392
-24,400
-68% -$862K 0.15% 116
2017
Q1 		$1.25M Hold
35,792
– – 0.46% 46
2016
Q4 		$1.18M Sell
35,792
-16,088
-31% -$521K 0.41% 55
2016
Q3 		$1.68M Buy
51,880
+1,320
+3% +$42.4K 0.69% 35
2016
Q2 		$1.56M Sell
50,560
-10,060
-17% -$307K 0.66% 33
2016
Q1 		$1.84M Buy
60,620
+12
+0% +$339 0.83% 23
2015
Q4 		$1.82M Buy
60,608
+2,000
+3% +$61K 0.86% 22
2015
Q3 		$1.71M Sell
58,608
-41,464
-41% -$1.29M 0.94% 21
2015
Q2 		$3.32M Hold
100,072
– – 1.65% 9
2015
Q1 		$3.32M Buy
100,072
+5,896
+6% +$185K 1.65% 9
2014
Q4 		$2.91M Buy
94,176
+18,528
+24% +$558K 1.53% 13
2014
Q3 		$2.22M Sell
75,648
-5,000
-6% -$148K 1.35% 17
2014
Q2 		$2.39M Buy
80,648
+13,276
+20% +$379K 1.45% 14
2014
Q1 		$1.91M Buy
67,372
+2,732
+4% +$75.8K 1.2% 16
2013
Q4 		$1.78M Buy
64,640
+3,348
+5% +$89.1K 1.11% 19
2013
Q3 		$1.57M Buy
61,292
+904
+1% +$22.7K 1.05% 20
2013
Q2 		$1.44M Buy
+60,388
New +$1.43M 0.97% 25

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
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
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

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

Montecito Bank & Trust increased its Vanguard Mid-Cap ETF (VO) stake by 23% in Q2 2026, buying an estimated $330K and bringing the position to 22,402 shares worth $1.8M. The position accounts for 0.27% of the portfolio, ranked #85.

Montecito Bank & Trust first reported a position in VO in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.32M in Q2 2015. 582 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Montecito Bank & Trust held 22,402 shares of Vanguard Mid-Cap ETF worth $1.8M as of Q2 2026.
  • Montecito Bank & Trust bought 4,262 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $330K.
  • Vanguard Mid-Cap ETF made up 0.27% of Montecito Bank & Trust's portfolio in Q2 2026, its #85 holding.
  • Montecito Bank & Trust first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Montecito Bank & Trust's Vanguard Mid-Cap ETF position peaked at $3.32M in Q2 2015.
  • 582 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.