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New Covenant Trust Company’s Vanguard Mid-Cap ETF VO Stock Holding History

New Covenant Trust Company’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 		$2.69M Buy
33,344
+4,752
+17% +$368K 2.03% 12
2026
Q1 		$2.05M Hold
28,592
– – 1.83% 12
2025
Q4 		$2.09M Sell
28,592
-172
-0.6% -$12.5K 1.89% 12
2025
Q3 		$2.11M Sell
28,764
-1,600
-5% -$115K 1.97% 12
2025
Q2 		$2.12M Hold
30,364
– – 1.89% 12
2025
Q1 		$1.95M Sell
30,364
-48
-0.2% -$3.22K 2.06% 13
2024
Q4 		$2.01M Sell
30,412
-72
-0.2% -$4.89K 1.99% 14
2024
Q3 		$2.01M Buy
30,484
+20,752
+213% +$1.3M 1.94% 14
2024
Q2 		$604K Buy
9,732
+136
+1% +$8.27K 0.69% 25
2024
Q1 		$599K Buy
+9,596
New +$567K 0.6% 26

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
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

New Covenant Trust Company's VO Position: Q2 2026 in Review

New Covenant Trust Company increased its Vanguard Mid-Cap ETF (VO) stake by 17% in Q2 2026, buying an estimated $368K and bringing the position to 33,344 shares worth $2.69M. The position accounts for 2.03% of the portfolio, ranked #12.

New Covenant Trust Company first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • New Covenant Trust Company held 33,344 shares of Vanguard Mid-Cap ETF worth $2.69M as of Q2 2026.
  • New Covenant Trust Company bought 4,752 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $368K.
  • Vanguard Mid-Cap ETF made up 2.03% of New Covenant Trust Company's portfolio in Q2 2026, its #12 holding.
  • New Covenant Trust Company first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on New Covenant Trust Company's 13F filing for Q2 2026, filed 14 Jul 2026.