RT
VO icon

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

Rockland 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 		$2.16M Sell
26,768
-264
-1% -$20.5K 0.08% 107
2026
Q1 		$1.94M Sell
27,032
-1,068
-4% -$79.4K 0.08% 110
2025
Q4 		$2.04M Buy
28,100
+424
+2% +$30.8K 0.08% 109
2025
Q3 		$2.03M Buy
27,676
+13,756
+99% +$988K 0.08% 111
2025
Q2 		$974K Sell
13,920
-2,768
-17% -$182K 0.05% 130
2025
Q1 		$1.08M Sell
16,688
-304
-2% -$20.4K 0.05% 122
2024
Q4 		$1.12M Hold
16,992
– – 0.06% 125
2024
Q3 		$1.12M Sell
16,992
-504
-3% -$31.6K 0.06% 125
2024
Q2 		$1.06M Buy
17,496
+256
+1% +$15.6K 0.06% 130
2024
Q1 		$1.08M Hold
17,240
– – 0.06% 133
2023
Q4 		$1M Sell
17,240
-268
-2% -$14.3K 0.05% 142
2023
Q3 		$911K Sell
17,508
-596
-3% -$32.7K 0.05% 141
2023
Q2 		$996K Buy
18,104
+328
+2% +$17.2K 0.06% 142
2023
Q1 		$937K Sell
17,776
-604
-3% -$32.1K 0.06% 146
2022
Q4 		$937K Sell
18,380
-480
-3% -$24.4K 0.06% 152
2022
Q3 		$887K Buy
18,860
+2,280
+14% +$119K 0.06% 136
2022
Q2 		$817K Buy
16,580
+604
+4% +$32.6K 0.06% 141
2022
Q1 		$949K Sell
15,976
-588
-4% -$34.5K 0.06% 147
2021
Q4 		$1.05M Buy
16,564
+588
+4% +$36.9K 0.07% 145
2021
Q3 		$946K Hold
15,976
– – 0.07% 142
2021
Q2 		$948K Hold
15,976
– – 0.07% 144
2021
Q1 		$884K Hold
15,976
– – 0.06% 150
2020
Q4 		$826K Sell
15,976
-144
-0.9% -$6.97K 0.06% 153
2020
Q3 		$710K Buy
16,120
+144
+0.9% +$6.28K 0.06% 157
2020
Q2 		$655K Sell
15,976
-264
-2% -$10.1K 0.06% 156
2020
Q1 		$534K Buy
16,240
+560
+4% +$23.2K 0.05% 163
2019
Q4 		$699K Sell
15,680
-20
-0.1% -$859 0.06% 166
2019
Q3 		$644K Sell
15,700
-20
-0.1% -$836 0.06% 168
2019
Q2 		$657K Buy
+15,720
New +$643K 0.07% 158
2017
Q1 		– Sell
-8,020
Closed -$264K – 164
2016
Q4 		$264K Hold
8,020
– – 0.04% 145
2016
Q3 		$260K Hold
8,020
– – 0.05% 138
2016
Q2 		$248K Sell
8,020
-1,000
-11% -$30.6K 0.04% 138
2016
Q1 		$273K Buy
9,020
+1,000
+12% +$28.3K 0.05% 136
2015
Q4 		$241K Hold
8,020
– – 0.04% 146
2015
Q3 		$234K Sell
8,020
-648
-7% -$20.2K 0.05% 138
2015
Q2 		$276K Hold
8,668
– – 0.05% 120
2015
Q1 		$288K Hold
8,668
– – 0.06% 116
2014
Q4 		$268K Buy
8,668
+648
+8% +$19.5K 0.06% 120
2014
Q3 		$235K Hold
8,020
– – 0.05% 113
2014
Q2 		$238K Hold
8,020
– – 0.05% 111
2014
Q1 		$228K Sell
8,020
-4
-0% -$111 0.05% 116
2013
Q4 		$221K Hold
8,024
– – 0.05% 118
2013
Q3 		$206K Buy
+8,024
New +$201K 0.05% 110

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Rockland Trust's VO Position: Q2 2026 in Review

Rockland Trust reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.98% in Q2 2026, selling an estimated $20.5K and leaving 26,768 shares worth $2.16M. The position accounts for 0.08% of the portfolio, ranked #107.

Rockland Trust first reported a position in VO in Q3 2013 and has held it in 43 quarters since. 1,399 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Rockland Trust held 26,768 shares of Vanguard Morningstar Mid-Cap ETF worth $2.16M as of Q2 2026.
  • Rockland Trust sold 264 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $20.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Rockland Trust's portfolio in Q2 2026, its #107 holding.
  • Rockland Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2013 and has held it in 43 quarters since.
  • 1,399 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.