MBT
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Montecito Bank & Trust’s Vanguard S&P 500 ETF VOO Stock Holding History

Montecito Bank & Trust’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.59M Sell
13,964
-8
-0.1% -$5.33K 1.43% 16
2026
Q1 		$8.35M Sell
13,972
-330
-2% -$206K 1.37% 15
2025
Q4 		$8.97M Buy
14,302
+9,429
+193% +$5.86M 1.43% 16
2025
Q3 		$2.98M Buy
+4,873
New +$2.87M 0.46% 48
2025
Q1 		$2.32M Buy
4,507
+198
+5% +$107K 0.41% 57
2024
Q4 		$2.32M Sell
4,309
-55
-1% -$29.8K 0.4% 56
2024
Q3 		$2.3M Buy
4,364
+273
+7% +$139K 0.39% 56
2024
Q2 		$2.05M Sell
4,091
-515
-11% -$248K 0.42% 54
2024
Q1 		$2.21M Sell
4,606
-89
-2% -$40.7K 0.44% 50
2023
Q4 		$2.05M Buy
4,695
+657
+16% +$269K 0.44% 52
2023
Q3 		$1.59M Sell
4,038
-343
-8% -$140K 0.37% 63
2023
Q2 		$1.78M Buy
4,381
+107
+3% +$41.3K 0.41% 59
2023
Q1 		$1.61M Buy
4,274
+1,643
+62% +$603K 0.38% 67
2022
Q4 		$924K Buy
2,631
+154
+6% +$54.4K 0.22% 114
2022
Q3 		$813K Buy
2,477
+248
+11% +$90.6K 0.21% 115
2022
Q2 		$773K Hold
2,229
– – 0.18% 130
2022
Q1 		$925K Sell
2,229
-1
-0% -$409 0.17% 127
2021
Q4 		$974K Buy
2,230
+162
+8% +$68.4K 0.17% 125
2021
Q3 		$816K Sell
2,068
-3
-0.1% -$1.22K 0.16% 131
2021
Q2 		$815K Sell
2,071
-543
-21% -$208K 0.16% 130
2021
Q1 		$952K Buy
2,614
+12
+0.5% +$4.25K 0.2% 106
2020
Q4 		$894K Buy
2,602
+44
+2% +$14.3K 0.2% 102
2020
Q3 		$787K Sell
2,558
-3
-0.1% -$914 0.2% 100
2020
Q2 		$726K Buy
2,561
+740
+41% +$199K 0.2% 99
2020
Q1 		$431K Sell
1,821
-4
-0.2% -$1.12K 0.14% 134
2019
Q4 		$540K Sell
1,825
-120
-6% -$33.9K 0.15% 131
2019
Q3 		$530K Sell
1,945
-750
-28% -$204K 0.16% 121
2019
Q2 		$725K Buy
2,695
+1,506
+127% +$398K 0.22% 100
2019
Q1 		$309K Buy
1,189
+300
+34% +$74.9K 0.09% 180
2018
Q4 		$204K Sell
889
-20
-2% -$4.95K 0.07% 190
2018
Q3 		$243K Sell
909
-5
-0.5% -$1.31K 0.07% 197
2018
Q2 		$228K Sell
914
-1,282
-58% -$318K 0.07% 191
2018
Q1 		$532K Sell
2,196
-1,859
-46% -$466K 0.17% 104
2017
Q4 		$995K Buy
4,055
+954
+31% +$228K 0.32% 57
2017
Q3 		$715K Sell
3,101
-736
-19% -$167K 0.25% 70
2017
Q2 		$852K Buy
3,837
+850
+28% +$187K 0.31% 60
2017
Q1 		$647K Buy
2,987
+2,457
+464% +$524K 0.24% 81
2016
Q4 		$109K Buy
+530
New +$106K 0.04% 216

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Montecito Bank & Trust reduced its Vanguard S&P 500 ETF (VOO) stake by 0.06% in Q2 2026, selling an estimated $5.33K and leaving 13,964 shares worth $9.59M. The position accounts for 1.43% of the portfolio, ranked #16.

Montecito Bank & Trust first reported a position in VOO in Q4 2016 and has held it in 38 quarters since. 871 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Montecito Bank & Trust held 13,964 shares of Vanguard S&P 500 ETF worth $9.59M as of Q2 2026.
  • Montecito Bank & Trust sold 8 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $5.33K.
  • Vanguard S&P 500 ETF made up 1.43% of Montecito Bank & Trust's portfolio in Q2 2026, its #16 holding.
  • Montecito Bank & Trust first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 38 quarters since.
  • 871 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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