Trust Company of Vermont’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.01M | Buy |
41,544
+2,776
| +7% | +$202K | 0.13% | 118 |
|
|
2025
Q3 | $2.85M | Sell |
38,768
-540
| -1% | -$38.8K | 0.12% | 120 |
|
|
2025
Q2 | $2.75M | Buy |
39,308
+5,076
| +15% | +$333K | 0.13% | 121 |
|
|
2025
Q1 | $2.21M | Buy |
34,232
+976
| +3% | +$65.5K | 0.11% | 126 |
|
|
2024
Q4 | $2.2M | Buy |
33,256
+4,436
| +15% | +$301K | 0.11% | 132 |
|
|
2024
Q3 | $1.9M | Buy |
28,820
+4,088
| +17% | +$257K | 0.1% | 139 |
|
|
2024
Q2 | $1.5M | Buy |
24,732
+1,872
| +8% | +$114K | 0.08% | 145 |
|
|
2024
Q1 | $1.43M | Buy |
22,860
+1,800
| +9% | +$106K | 0.08% | 154 |
|
|
2023
Q4 | $1.22M | Buy |
21,060
+896
| +4% | +$47.9K | 0.08% | 152 |
|
|
2023
Q3 | $1.05M | Buy |
20,164
+496
| +3% | +$27.2K | 0.07% | 167 |
|
|
2023
Q2 | $1.08M | Buy |
19,668
+856
| +5% | +$44.9K | 0.07% | 174 |
|
|
2023
Q1 | $992K | Buy |
18,812
+80
| +0.4% | +$4.26K | 0.07% | 180 |
|
|
2022
Q4 | $954K | Sell |
18,732
-548
| -3% | -$27.9K | 0.07% | 181 |
|
|
2022
Q3 | $906K | Buy |
19,280
+4,000
| +26% | +$209K | 0.07% | 172 |
|
|
2022
Q2 | $753K | Buy |
15,280
+240
| +2% | +$13K | 0.06% | 183 |
|
|
2022
Q1 | $894K | Buy |
15,040
+452
| +3% | +$26.5K | 0.06% | 174 |
|
|
2021
Q4 | $929K | Buy |
14,588
+600
| +4% | +$37.6K | 0.06% | 178 |
|
|
2021
Q3 | $828K | Sell |
13,988
-4
| -0% | -$242 | 0.06% | 178 |
|
|
2021
Q2 | $831K | Buy |
13,992
+800
| +6% | +$46.4K | 0.06% | 179 |
|
|
2021
Q1 | $730K | Buy |
13,192
+2,176
| +20% | +$118K | 0.05% | 190 |
|
|
2020
Q4 | $569K | Buy |
11,016
+1,536
| +16% | +$74.4K | 0.05% | 196 |
|
|
2020
Q3 | $418K | Hold |
9,480
| – | – | 0.04% | 212 |
|
|
2020
Q2 | $388K | Buy |
9,480
+324
| +4% | +$12.4K | 0.04% | 214 |
|
|
2020
Q1 | $301K | Buy |
9,156
+376
| +4% | +$15.6K | 0.03% | 237 |
|
|
2019
Q4 | $391K | Buy |
8,780
+1,104
| +14% | +$47.4K | 0.03% | 247 |
|
|
2019
Q3 | $322K | Buy |
7,676
+1,000
| +15% | +$41.8K | 0.03% | 260 |
|
|
2019
Q2 | $279K | Buy |
6,676
+4,036
| +153% | +$165K | 0.02% | 276 |
|
|
2019
Q1 | $106K | Buy |
2,640
+268
| +11% | +$10.3K | 0.01% | 390 |
|
|
2018
Q4 | $82K | Hold |
2,372
| – | – | 0.01% | 405 |
|
|
2018
Q3 | $97K | Sell |
2,372
-136
| -5% | -$5.55K | 0.01% | 419 |
|
|
2018
Q2 | $99K | Buy |
2,508
+60
| +2% | +$2.35K | 0.01% | 412 |
|
|
2018
Q1 | $94K | Buy |
2,448
+108
| +5% | +$4.25K | 0.01% | 399 |
|
|
2017
Q4 | $91K | Hold |
2,340
| – | – | 0.01% | 412 |
|
|
2017
Q3 | $86K | Hold |
2,340
| – | – | 0.01% | 419 |
|
|
2017
Q2 | $83K | Buy |
2,340
+180
| +8% | +$6.36K | 0.01% | 439 |
|
|
2017
Q1 | $75K | Hold |
2,160
| – | – | 0.01% | 438 |
|
|
2016
Q4 | $71K | Buy |
2,160
+1,740
| +414% | +$56.3K | 0.01% | 433 |
|
|
2016
Q3 | $14K | Buy |
+420
| New | +$13.5K | ﹤0.01% | 620 |
|
Other funds holding VO
Trust Company of Vermont's VO Position: Q4 2025 in Review
Trust Company of Vermont increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.2% in Q4 2025, buying an estimated $202K and bringing the position to 41,544 shares worth $3.01M. The position accounts for 0.13% of the portfolio, ranked #118.
Trust Company of Vermont first reported a position in VO in Q3 2016 and has held it in 38 quarters since. 2,369 funds tracked by Wall St. Rank hold VO as of Q4 2025.
- Trust Company of Vermont held 41,544 shares of Vanguard Morningstar Mid-Cap ETF worth $3.01M as of Q4 2025.
- Trust Company of Vermont bought 2,776 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $202K.
- Vanguard Morningstar Mid-Cap ETF made up 0.13% of Trust Company of Vermont's portfolio in Q4 2025, its #118 holding.
- Trust Company of Vermont first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2016 and has held it in 38 quarters since.
- 2,369 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.
Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.