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

NBT 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
Q1 		$1.28M Buy
17,824
+3,740
+27% +$278K 0.08% 185
2025
Q4 		$1.32M Sell
14,084
-16
-0.1% -$1.16K 0.09% 180
2025
Q3 		$1.33M Sell
14,100
-4,804
-25% -$345K 0.09% 183
2025
Q2 		$1.32M Sell
18,904
-3,040
-14% -$200K 0.09% 185
2025
Q1 		$1.42M Sell
21,944
-1,304
-6% -$87.5K 0.1% 180
2024
Q4 		$1.54M Sell
23,248
-1,744
-7% -$118K 0.11% 170
2024
Q3 		$1.65M Sell
24,992
-448
-2% -$28.1K 0.11% 173
2024
Q2 		$1.54M Buy
25,440
+5,144
+25% +$313K 0.11% 175
2024
Q1 		$1.27M Sell
20,296
-6,540
-24% -$386K 0.09% 182
2023
Q4 		$1.56M Buy
26,836
+15,456
+136% +$826K 0.12% 167
2023
Q3 		$592K Buy
11,380
+4,524
+66% +$248K 0.06% 204
2023
Q2 		$377K Buy
6,856
+1,100
+19% +$57.7K 0.05% 194
2023
Q1 		$304K Buy
5,756
+1,460
+34% +$77.7K 0.04% 209
2022
Q4 		$219K Sell
4,296
-100
-2% -$5.09K 0.03% 236
2022
Q3 		$206K Sell
4,396
-20
-0.5% -$1.04K 0.03% 222
2022
Q2 		$218K Hold
4,416
– – 0.03% 223
2022
Q1 		$263K Hold
4,416
– – 0.04% 214
2021
Q4 		$281K Buy
4,416
+240
+6% +$15K 0.04% 216
2021
Q3 		$247K Hold
4,176
– – 0.03% 224
2021
Q2 		$247K Sell
4,176
-40
-0.9% -$2.32K 0.03% 222
2021
Q1 		$234K Hold
4,216
– – 0.03% 218
2020
Q4 		$218K Buy
+4,216
New +$204K 0.03% 215

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NBT Bank's VO Position: Q1 2026 in Review

NBT Bank increased its Vanguard Mid-Cap ETF (VO) stake by 27% in Q1 2026, buying an estimated $278K and bringing the position to 17,824 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #185.

NBT Bank first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.65M in Q3 2024. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • NBT Bank held 17,824 shares of Vanguard Mid-Cap ETF worth $1.28M as of Q1 2026.
  • NBT Bank bought 3,740 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $278K.
  • Vanguard Mid-Cap ETF made up 0.08% of NBT Bank's portfolio in Q1 2026, its #185 holding.
  • NBT Bank first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • NBT Bank's Vanguard Mid-Cap ETF position peaked at $1.65M in Q3 2024.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.