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Plimoth Trust’s Vanguard Morningstar 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
Q2 		$2.48M Buy
30,755
+523
+2% +$40.5K 0.49% 58
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

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

Plimoth Trust's VO Position: Q2 2026 in Review

Plimoth Trust increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.7% in Q2 2026, buying an estimated $40.5K and bringing the position to 30,755 shares worth $2.48M. The position accounts for 0.49% of the portfolio, ranked #58.

Plimoth Trust first reported a position in VO in Q2 2020 and has held it in 25 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Plimoth Trust held 30,755 shares of Vanguard Morningstar Mid-Cap ETF worth $2.48M as of Q2 2026.
  • Plimoth Trust bought 523 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $40.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.49% of Plimoth Trust's portfolio in Q2 2026, its #58 holding.
  • Plimoth Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Plimoth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.