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Plimoth Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

Plimoth 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 		$2.17M Sell
30,232
-28
-0.1% -$2.08K 0.49% 60
2025
Q4 		$2.2M Buy
30,260
+152
+0.5% +$11.1K 0.49% 60
2025
Q3 		$2.21M Buy
30,108
+612
+2% +$44K 0.5% 64
2025
Q2 		$2.06M Sell
29,496
-452
-2% -$29.7K 0.49% 64
2025
Q1 		$1.94M Buy
29,948
+7,548
+34% +$507K 0.5% 63
2024
Q4 		$1.48M Buy
22,400
+660
+3% +$44.8K 0.38% 70
2024
Q3 		$1.43M Buy
21,740
+1,164
+6% +$73.1K 0.36% 75
2024
Q2 		$1.25M Buy
20,576
+1,060
+5% +$64.4K 0.33% 77
2024
Q1 		$1.22M Buy
19,516
+3,160
+19% +$187K 0.32% 79
2023
Q4 		$951K Buy
16,356
+2,896
+22% +$155K 0.27% 87
2023
Q3 		$701K Buy
13,460
+312
+2% +$17.1K 0.22% 100
2023
Q2 		$724K Buy
13,148
+244
+2% +$12.8K 0.22% 101
2023
Q1 		$680K Buy
12,904
+4,448
+53% +$237K 0.21% 108
2022
Q4 		$431K Buy
8,456
+132
+2% +$6.72K 0.14% 129
2022
Q3 		$392K Sell
8,324
-20
-0.2% -$1.04K 0.14% 129
2022
Q2 		$411K Buy
8,344
+260
+3% +$14K 0.13% 130
2022
Q1 		$481K Buy
8,084
+272
+3% +$16K 0.13% 130
2021
Q4 		$497K Sell
7,812
-104
-1% -$6.52K 0.13% 129
2021
Q3 		$469K Sell
7,916
-24
-0.3% -$1.45K 0.13% 127
2021
Q2 		$471K Buy
7,940
+108
+1% +$6.26K 0.13% 127
2021
Q1 		$434K Sell
7,832
-488
-6% -$26.5K 0.13% 131
2020
Q4 		$430K Sell
8,320
-784
-9% -$38K 0.13% 127
2020
Q3 		$402K Sell
9,104
-552
-6% -$24.1K 0.13% 130
2020
Q2 		$395K Buy
+9,656
New +$370K 0.14% 130

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

Plimoth Trust's VO Position: Q1 2026 in Review

Plimoth Trust reduced its Vanguard Mid-Cap ETF (VO) stake by 0.09% in Q1 2026, selling an estimated $2.08K and leaving 30,232 shares worth $2.17M. The position accounts for 0.49% of the portfolio, ranked #60.

Plimoth Trust first reported a position in VO in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.21M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Plimoth Trust held 30,232 shares of Vanguard Mid-Cap ETF worth $2.17M as of Q1 2026.
  • Plimoth Trust sold 28 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $2.08K.
  • Vanguard Mid-Cap ETF made up 0.49% of Plimoth Trust's portfolio in Q1 2026, its #60 holding.
  • Plimoth Trust first reported a position in Vanguard Mid-Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • Plimoth Trust's Vanguard Mid-Cap ETF position peaked at $2.21M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Plimoth Trust's 13F filing for Q1 2026, filed 27 Apr 2026.