PCTC
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Perkins Coie Trust Company’s Vanguard Mid-Cap ETF VO Stock Holding History

Perkins Coie 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 		$56.3M Sell
698,642
-10,666
-2% -$827K 9.33% 1
2026
Q1 		$50.9M Buy
709,308
+6,980
+1% +$519K 9.79% 1
2025
Q4 		$51M Buy
702,328
+6,080
+0.9% +$442K 9.49% 1
2025
Q3 		$51.1M Buy
696,248
+43,808
+7% +$3.15M 9.62% 1
2025
Q2 		$45.6M Sell
652,440
-2,028
-0.3% -$133K 7.77% 2
2025
Q1 		$42.3M Buy
654,468
+16,612
+3% +$1.11M 9.6% 1
2024
Q4 		$42.1M Sell
637,856
-10,532
-2% -$715K 9.27% 1
2024
Q3 		$42.8M Buy
648,388
+4,756
+0.7% +$299K 9.48% 1
2024
Q2 		$39M Sell
643,632
-5,284
-0.8% -$321K 9.06% 1
2024
Q1 		$40.5M Buy
648,916
+23,992
+4% +$1.42M 9.5% 1
2023
Q4 		$36.3M Buy
624,924
+8,124
+1% +$434K 9.18% 1
2023
Q3 		$32.1M Buy
616,800
+24,604
+4% +$1.35M 9.06% 1
2023
Q2 		$32.6M Buy
592,196
+2,360
+0.4% +$124K 9.26% 1
2023
Q1 		$31.1M Buy
589,836
+6,620
+1% +$352K 9.32% 1
2022
Q4 		$29.7M Buy
583,216
+34,848
+6% +$1.78M 9.5% 1
2022
Q3 		$25.8M Buy
548,368
+8,564
+2% +$448K 9.88% 1
2022
Q2 		$26.6M Buy
539,804
+10,288
+2% +$556K 9.68% 1
2022
Q1 		$31.5M Buy
529,516
+160,432
+43% +$9.41M 9.77% 1
2021
Q4 		$23.5M Buy
369,084
+49,408
+15% +$3.1M 6.89% 2
2021
Q3 		$18.9M Buy
319,676
+7,936
+3% +$480K 5.92% 2
2021
Q2 		$18.5M Buy
311,740
+18,132
+6% +$1.05M 5.69% 2
2021
Q1 		$16.2M Buy
293,608
+23,320
+9% +$1.27M 5.42% 3
2020
Q4 		$14M Buy
270,288
+26,700
+11% +$1.29M 4.77% 3
2020
Q3 		$10.7M Buy
243,588
+36,784
+18% +$1.6M 4.29% 3
2020
Q2 		$8.47M Buy
206,804
+145,264
+236% +$5.56M 3.49% 5
2020
Q1 		$2.02M Buy
61,540
+37,732
+158% +$1.56M 1.03% 39
2019
Q4 		$1.06M Buy
23,808
+15,488
+186% +$665K 0.43% 61
2019
Q3 		$349K Hold
8,320
– – 0.15% 81
2019
Q2 		$348K Sell
8,320
-244
-3% -$9.98K 0.16% 80
2019
Q1 		$344K Hold
8,564
– – 0.16% 79
2018
Q4 		$296K Hold
8,564
– – 0.16% 81
2018
Q3 		$352K Sell
8,564
-1,040
-11% -$42.4K 0.16% 82
2018
Q2 		$378K Sell
9,604
-772
-7% -$30.3K 0.19% 80
2018
Q1 		$400K Sell
10,376
-1,308
-11% -$51.5K 0.2% 80
2017
Q4 		$452K Sell
11,684
-916
-7% -$34.6K 0.23% 77
2017
Q3 		$463K Hold
12,600
– – 0.24% 77
2017
Q2 		$449K Hold
12,600
– – 0.24% 76
2017
Q1 		$439K Hold
12,600
– – 0.26% 70
2016
Q4 		$415K Hold
12,600
– – 0.25% 71
2016
Q3 		$408K Sell
12,600
-500
-4% -$16K 0.26% 74
2016
Q2 		$405K Hold
13,100
– – 0.27% 73
2016
Q1 		$397K Hold
13,100
– – 0.27% 72
2015
Q4 		$393K Hold
13,100
– – 0.29% 64
2015
Q3 		$382K Hold
13,100
– – 0.31% 63
2015
Q2 		$417K Sell
13,100
-400
-3% -$13K 0.31% 61
2015
Q1 		$448K Hold
13,500
– – 0.34% 60
2014
Q4 		$417K Hold
13,500
– – 0.33% 57
2014
Q3 		$396K Hold
13,500
– – 0.33% 57
2014
Q2 		$401K Sell
13,500
-1,528
-10% -$43.6K 0.37% 56
2014
Q1 		$427K Hold
15,028
– – 0.41% 54
2013
Q4 		$413K Buy
+15,028
New +$400K 0.41% 55

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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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

Perkins Coie Trust Company's VO Position: Q2 2026 in Review

Perkins Coie Trust Company reduced its Vanguard Mid-Cap ETF (VO) stake by 1.5% in Q2 2026, selling an estimated $827K and leaving 698,642 shares worth $56.3M. The position accounts for 9.33% of the portfolio, ranked #1.

Perkins Coie Trust Company first reported a position in VO in Q4 2013 and has held it in 51 quarters since. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Perkins Coie Trust Company held 698,642 shares of Vanguard Mid-Cap ETF worth $56.3M as of Q2 2026.
  • Perkins Coie Trust Company sold 10,666 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $827K.
  • Vanguard Mid-Cap ETF made up 9.33% of Perkins Coie Trust Company's portfolio in Q2 2026, its #1 holding.
  • Perkins Coie Trust Company first reported a position in Vanguard Mid-Cap ETF in Q4 2013 and has held it in 51 quarters since.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.