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

Whittier 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 Q1	$31.3M	Buy	429,912 +2,756	+0.6%	+$205K	0.35%	68
2025 Q4	$32M	Buy	427,156 +30,796	+8%	+$2.24M	0.35%	63
2025 Q3	$29.3M	Buy	396,360 +560	+0.1%	+$40.2K	0.33%	65
2025 Q2	$27.7M	Buy	395,800 +7,440	+2%	+$488K	0.33%	65
2025 Q1	$25.1M	Sell	388,360 -104	-0%	-$6.98K	0.35%	65
2024 Q4	$25.7M	Sell	388,464 -19,960	-5%	-$1.36M	0.34%	64
2024 Q3	$26.9M	Sell	408,424 -1,724	-0.4%	-$108K	0.36%	64
2024 Q2	$24.8M	Buy	410,148 +6,984	+2%	+$424K	0.35%	60
2024 Q1	$25.2M	Sell	403,164 -7,568	-2%	-$447K	0.37%	66
2023 Q4	$23.9M	Sell	410,732 -5,152	-1%	-$275K	0.39%	63
2023 Q3	$21.7M	Sell	415,884 -608	-0.1%	-$33.3K	0.38%	60
2023 Q2	$22.9M	Sell	416,492 -768	-0.2%	-$40.3K	0.4%	58
2023 Q1	$22M	Sell	417,260 -368	-0.1%	-$19.6K	0.4%	61
2022 Q4	$21.3M	Buy	417,628 +1,000	+0.2%	+$50.9K	0.41%	59
2022 Q3	$19.6M	Buy	416,628 +320	+0.1%	+$16.7K	0.41%	61
2022 Q2	$20.5M	Sell	416,308 -1,104	-0.3%	-$59.6K	0.41%	60
2022 Q1	$24.8M	Buy	417,412 +3,976	+1%	+$233K	0.42%	57
2021 Q4	$26.3M	Sell	413,436 -2,452	-0.6%	-$154K	0.43%	56
2021 Q3	$24.6M	Buy	415,888 +20,744	+5%	+$1.25M	0.45%	55
2021 Q2	$23.4M	Sell	395,144 -592	-0.1%	-$34.3K	0.42%	59
2021 Q1	$21.9M	Buy	395,736 +1,300	+0.3%	+$70.5K	0.43%	57
2020 Q4	$20.4M	Buy	394,436 +20,568	+6%	+$996K	0.44%	57
2020 Q3	$16.5M	Buy	373,868 +2,648	+0.7%	+$115K	0.39%	64
2020 Q2	$15.2M	Buy	371,220 +90,868	+32%	+$3.48M	0.42%	61
2020 Q1	$9.23M	Sell	280,352 -4,240	-1%	-$176K	0.3%	76
2019 Q4	$12.7M	Sell	284,592 -2,408	-0.8%	-$103K	0.33%	79
2019 Q3	$12M	Buy	287,000 +3,612	+1%	+$151K	0.34%	79
2019 Q2	$11.8M	Sell	283,388 -11,652	-4%	-$477K	0.35%	80
2019 Q1	$11.9M	Buy	295,040 +51,636	+21%	+$1.99M	0.36%	75
2018 Q4	$8.41M	Buy	243,404 +14,740	+6%	+$553K	0.29%	93
2018 Q3	$9.39M	Buy	228,664 +136	+0.1%	+$5.55K	0.29%	98
2018 Q2	$9.01M	Buy	228,528 +46,536	+26%	+$1.83M	0.3%	96
2018 Q1	$7.02M	Buy	181,992 +17,072	+10%	+$672K	0.24%	114
2017 Q4	$6.38M	Buy	164,920 +62,196	+61%	+$2.35M	0.22%	122
2017 Q3	$3.77M	Hold	102,724	–	–	0.14%	156
2017 Q2	$3.66M	Buy	102,724 +15,060	+17%	+$532K	0.14%	158
2017 Q1	$3.05M	Buy	87,664 +1,780	+2%	+$61.2K	0.12%	170
2016 Q4	$2.83M	Buy	85,884 +264	+0.3%	+$8.55K	0.12%	169
2016 Q3	$2.77M	Sell	85,620 -4,768	-5%	-$153K	0.12%	170
2016 Q2	$2.79M	Sell	90,388 -11,756	-12%	-$359K	0.12%	169
2016 Q1	$3.1M	Buy	102,144 +4,252	+4%	+$120K	0.14%	159
2015 Q4	$2.94M	Buy	97,892 +460	+0.5%	+$14K	0.13%	160
2015 Q3	$2.84M	Buy	97,432 +30,264	+45%	+$943K	0.14%	159
2015 Q2	$2.14M	Buy	67,168 +20,308	+43%	+$659K	0.1%	186
2015 Q1	$1.55M	Buy	46,860 +20,532	+78%	+$646K	0.07%	204
2014 Q4	$813K	Sell	26,328 -840	-3%	-$25.3K	0.04%	284
2014 Q3	$797K	Buy	27,168 +1,156	+4%	+$34.3K	0.04%	283
2014 Q2	$772K	Hold	26,012	–	–	0.04%	284
2014 Q1	$739K	Sell	26,012 -4,088	-14%	-$113K	0.04%	283
2013 Q4	$828K	Sell	30,100 -4,160	-12%	-$111K	0.04%	260
2013 Q3	$878K	Buy	34,260 +200	+0.6%	+$5.02K	0.05%	256
2013 Q2	$810K	Buy	+34,060	New	+$808K	0.05%	256