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

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
Q2 		$150K Buy
1,856
+188
+11% +$14.6K 0.01% 193
2026
Q1 		$120K Sell
1,668
-2,988
-64% -$222K 0.01% 212
2025
Q4 		$338K Buy
4,656
+1,416
+44% +$103K 0.03% 141
2025
Q3 		$238K Hold
3,240
– – 0.02% 130
2025
Q2 		$227K Hold
3,240
– – 0.03% 139
2025
Q1 		$209K Sell
3,240
-232
-7% -$15.6K 0.02% 142
2024
Q4 		$229K Hold
3,472
– – 0.03% 135
2024
Q3 		$229K Buy
3,472
+88
+3% +$5.53K 0.03% 125
2024
Q2 		$205K Hold
3,384
– – 0.03% 125
2024
Q1 		$211K Hold
3,384
– – 0.03% 121
2023
Q4 		$197K Hold
3,384
– – 0.03% 128
2023
Q3 		$176K Hold
3,384
– – 0.03% 135
2023
Q2 		$186K Hold
3,384
– – 0.03% 144
2023
Q1 		$178K Hold
3,384
– – 0.03% 140
2022
Q4 		$172K Hold
3,384
– – 0.03% 140
2022
Q3 		$159K Buy
3,384
+1,488
+78% +$77.8K 0.03% 136
2022
Q2 		$93K Buy
1,896
+292
+18% +$15.8K 0.02% 156
2022
Q1 		$95K Hold
1,604
– – 0.02% 157
2021
Q4 		$102K Hold
1,604
– – 0.02% 143
2021
Q3 		$95K Hold
1,604
– – 0.02% 145
2021
Q2 		$95K Hold
1,604
– – 0.07% 138
2021
Q1 		$89K Hold
1,604
– – 0.06% 145
2020
Q4 		$83K Hold
1,604
– – 0.07% 139
2020
Q3 		$71K Hold
1,604
– – 0.06% 151
2020
Q2 		$66K Hold
1,604
– – 0.06% 139
2020
Q1 		$53K Sell
1,604
-9,428
-85% -$390K 0.06% 138
2019
Q4 		$491K Hold
11,032
– – 0.43% 54
2019
Q3 		$462K Hold
11,032
– – 0.44% 57
2019
Q2 		$461K Hold
11,032
– – 0.42% 58
2019
Q1 		$443K Hold
11,032
– – 0.26% 65
2018
Q4 		$381K Hold
11,032
– – 0.21% 58
2018
Q3 		$453K Hold
11,032
– – 0.2% 52
2018
Q2 		$435K Hold
11,032
– – 0.2% 56
2018
Q1 		$425K Sell
11,032
-6,940
-39% -$273K 0.16% 57
2017
Q4 		$695K Buy
+17,972
New +$678K 0.29% 38
2016
Q3 		– Sell
-232
Closed -$7K – 404
2016
Q2 		$7K Hold
232
– – ﹤0.01% 304
2016
Q1 		$7K Buy
+232
New +$6.56K ﹤0.01% 298

Other funds holding VO

SWM
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MPWT
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DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return