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Sanibel Captiva Trust Company’s Vanguard Mid-Cap ETF VO Stock Holding History

Sanibel Captiva 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
Q1 		$2.09M Buy
29,080
+5,720
+24% +$425K 0.06% 183
2025
Q4 		$1.69M Sell
23,360
-3,360
-13% -$244K 0.05% 188
2025
Q3 		$1.96M Buy
26,720
+4,840
+22% +$348K 0.06% 179
2025
Q2 		$1.53M Buy
21,880
+1,120
+5% +$73.5K 0.05% 188
2025
Q1 		$1.34M Sell
20,760
-92
-0.4% -$6.17K 0.04% 199
2024
Q4 		$1.38M Buy
20,852
+10,012
+92% +$680K 0.04% 197
2024
Q3 		$715K Hold
10,840
– – 0.02% 246
2024
Q2 		$656K Sell
10,840
-244
-2% -$14.8K 0.02% 243
2024
Q1 		$692K Buy
11,084
+180
+2% +$10.6K 0.02% 231
2023
Q4 		$634K Buy
+10,904
New +$583K 0.02% 218

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

Sanibel Captiva Trust Company's VO Position: Q1 2026 in Review

Sanibel Captiva Trust Company increased its Vanguard Mid-Cap ETF (VO) stake by 24% in Q1 2026, buying an estimated $425K and bringing the position to 29,080 shares worth $2.09M. The position accounts for 0.06% of the portfolio, ranked #183.

Sanibel Captiva Trust Company first reported a position in VO in Q4 2023 and has held it in 10 quarters since. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Sanibel Captiva Trust Company held 29,080 shares of Vanguard Mid-Cap ETF worth $2.09M as of Q1 2026.
  • Sanibel Captiva Trust Company bought 5,720 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $425K.
  • Vanguard Mid-Cap ETF made up 0.06% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #183 holding.
  • Sanibel Captiva Trust Company first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.