Ownership history in American Trust · 15 quarters on record
This page tracks every 13F SEC filing in which American Trust reported a position in VANGUARD MID CAP ETF (VO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 119,080 | +1,345 | +1.1% | 2.91% | $34.6M | $290.22 |
| 2025 Q3 | REDUCED | 117,735 | -1,520 | -1.3% | 2.92% | $34.6M | $292.59 |
| 2025 Q2 | REDUCED | 119,255 | -99,714 | -45.5% | 3.14% | $33.4M | $277.75 |
| 2024 Q4 | REDUCED | 218,969 | -15,799 | -6.7% | 4.40% | $57.8M | $260.00 |
| 2024 Q3 | REDUCED | 234,768 | -20,409 | -8.0% | 5.11% | $61.9M | $258.65 |
| 2024 Q2 | ADDED | 255,177 | +96,291 | +60.6% | 5.06% | $61.8M | $236.49 |
| 2024 Q1 | REDUCED | 158,886 | -138,586 | -46.6% | 3.32% | $39.7M | $243.13 |
| 2023 Q4 | ADDED | 297,472 | +10,824 | +3.8% | 5.11% | $69.2M | $225.48 |
| 2023 Q3 | ADDED | 286,648 | +12,600 | +4.6% | 4.62% | $59.7M | $200.79 |
| 2023 Q2 | REDUCED | 274,048 | -17,281 | -5.9% | 4.18% | $60.3M | $211.51 |
As of 2025 Q4 — sorted by position size