Penobscot Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Penobscot Wealth Management’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	$333K	Sell	4,136 -220	-5%	-$17.1K	0.09%	89
2026 Q1	$313K	Sell	4,356 -312	-7%	-$23.2K	0.09%	85
2025 Q4	$339K	Buy	4,668 +32	+0.7%	+$2.33K	0.1%	80
2025 Q3	$341K	Sell	4,636 -280	-6%	-$20.1K	0.11%	78
2025 Q2	$344K	Sell	4,916 -40	-0.8%	-$2.63K	0.12%	73
2025 Q1	$320K	Buy	4,956 +60	+1%	+$4.03K	0.13%	67
2024 Q4	$323K	Buy	4,896 +20	+0.4%	+$1.36K	0.15%	63
2024 Q3	$322K	Buy	4,876 +236	+5%	+$14.8K	0.17%	58
2024 Q2	$280K	Sell	4,640 -352	-7%	-$21.4K	0.17%	59
2024 Q1	$312K	Sell	4,992 -536	-10%	-$31.7K	0.2%	56
2023 Q4	$322K	Buy	5,528 +32	+0.6%	+$1.71K	0.22%	56
2023 Q3	$286K	Buy	5,496 +12	+0.2%	+$658	0.22%	53
2023 Q2	$302K	Buy	5,484 +16	+0.3%	+$839	0.22%	50
2023 Q1	$288K	Sell	5,468 -44	-0.8%	-$2.34K	0.22%	54
2022 Q4	$281K	Sell	5,512 -420	-7%	-$21.4K	0.24%	53
2022 Q3	$279K	Buy	5,932 +20	+0.3%	+$1.04K	0.27%	54
2022 Q2	$291K	Buy	5,912 +16	+0.3%	+$864	0.28%	55
2022 Q1	$351K	Buy	5,896 +308	+6%	+$18.1K	0.32%	51
2021 Q4	$356K	Sell	5,588 -140	-2%	-$8.78K	0.3%	43
2021 Q3	$339K	Sell	5,728 -236	-4%	-$14.3K	0.31%	43
2021 Q2	$354K	Buy	+5,964	New	+$346K	0.34%	41

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

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

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

Penobscot Wealth Management's VO Position: Q2 2026 in Review

Penobscot Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 5.1% in Q2 2026, selling an estimated $17.1K and leaving 4,136 shares worth $333K. The position accounts for 0.09% of the portfolio, ranked #89.

Penobscot Wealth Management first reported a position in VO in Q2 2021 and has held it in 21 quarters since. The position peaked at $356K in Q4 2021. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Penobscot Wealth Management held 4,136 shares of Vanguard Mid-Cap ETF worth $333K as of Q2 2026.
Penobscot Wealth Management sold 220 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $17.1K.
Vanguard Mid-Cap ETF made up 0.09% of Penobscot Wealth Management's portfolio in Q2 2026, its #89 holding.
Penobscot Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
Penobscot Wealth Management's Vanguard Mid-Cap ETF position peaked at $356K in Q4 2021.
506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.