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New Hampshire Trust’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

New Hampshire 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 		$50.4M Sell
626,046
-88,366
-12% -$6.85M 9.51% 1
2026
Q1 		$51.3M Buy
714,412
+9,352
+1% +$695K 10.34% 1
2025
Q4 		$51.2M Sell
705,060
-16,268
-2% -$1.18M 9.96% 1
2025
Q3 		$53M Buy
721,328
+24,836
+4% +$1.78M 10.23% 1
2025
Q2 		$48.7M Buy
696,492
+24,576
+4% +$1.61M 10.18% 1
2025
Q1 		$43.4M Buy
671,916
+14,016
+2% +$941K 9.94% 1
2024
Q4 		$43.4M Buy
657,900
+20,932
+3% +$1.42M 9.15% 1
2024
Q3 		$42M Buy
636,968
+4,252
+0.7% +$267K 9% 1
2024
Q2 		$38.3M Buy
632,716
+19,064
+3% +$1.16M 8.74% 1
2024
Q1 		$38.3M Buy
613,652
+8
+0% +$473 8.96% 1
2023
Q4 		$35.7M Buy
613,644
+12,832
+2% +$686K 8.58% 1
2023
Q3 		$31.3M Buy
600,812
+8,280
+1% +$454K 8.5% 1
2023
Q2 		$32.6M Buy
592,532
+23,800
+4% +$1.25M 8.47% 1
2023
Q1 		$30M Sell
568,732
-5,888
-1% -$313K 8.05% 1
2022
Q4 		$29.3M Buy
+574,620
New +$29.3M 7.75% 1

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

New Hampshire Trust's VO Position: Q2 2026 in Review

New Hampshire Trust reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, selling an estimated $6.85M and leaving 626,046 shares worth $50.4M. The position accounts for 9.51% of the portfolio, ranked #1.

New Hampshire Trust first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $53M in Q3 2025. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • New Hampshire Trust held 626,046 shares of Vanguard Morningstar Mid-Cap ETF worth $50.4M as of Q2 2026.
  • New Hampshire Trust sold 88,366 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.85M.
  • Vanguard Morningstar Mid-Cap ETF made up 9.51% of New Hampshire Trust's portfolio in Q2 2026, its #1 holding.
  • New Hampshire Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • New Hampshire Trust's Vanguard Morningstar Mid-Cap ETF position peaked at $53M in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on New Hampshire Trust's 13F filing for Q2 2026, filed 27 Jul 2026.