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New Hampshire Trust’s Vanguard 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
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

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

New Hampshire Trust's VO Position: Q1 2026 in Review

New Hampshire Trust increased its Vanguard Mid-Cap ETF (VO) stake by 1.3% in Q1 2026, buying an estimated $695K and bringing the position to 714,412 shares worth $51.3M. The position accounts for 10.34% of the portfolio, ranked #1.

New Hampshire Trust first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $53M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • New Hampshire Trust held 714,412 shares of Vanguard Mid-Cap ETF worth $51.3M as of Q1 2026.
  • New Hampshire Trust bought 9,352 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $695K.
  • Vanguard Mid-Cap ETF made up 10.34% of New Hampshire Trust's portfolio in Q1 2026, its #1 holding.
  • New Hampshire Trust first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • New Hampshire Trust's Vanguard Mid-Cap ETF position peaked at $53M in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on New Hampshire Trust's 13F filing for Q1 2026, filed 20 Apr 2026.