Evanson Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.09M | Buy |
15,232
+244
| +2% | +$18.1K | 0.06% | 127 |
|
|
2025
Q4 | $1.09M | Buy |
14,988
+8
| +0.1% | +$582 | 0.06% | 134 |
|
|
2025
Q3 | $1.1M | Buy |
14,980
+8
| +0.1% | +$575 | 0.06% | 129 |
|
|
2025
Q2 | $1.05M | Buy |
14,972
+724
| +5% | +$47.5K | 0.07% | 133 |
|
|
2025
Q1 | $921K | Buy |
14,248
+4
| +0% | +$268 | 0.07% | 128 |
|
|
2024
Q4 | $940K | Buy |
14,244
+1,112
| +8% | +$75.5K | 0.06% | 126 |
|
|
2024
Q3 | $866K | Sell |
13,132
-1,924
| -13% | -$121K | 0.06% | 133 |
|
|
2024
Q2 | $911K | Hold |
15,056
| – | – | 0.07% | 124 |
|
|
2024
Q1 | $941K | Buy |
15,056
+8
| +0.1% | +$473 | 0.07% | 120 |
|
|
2023
Q4 | $875K | Buy |
15,048
+12
| +0.1% | +$641 | 0.07% | 120 |
|
|
2023
Q3 | $783K | Buy |
15,036
+9,216
| +158% | +$505K | 0.07% | 121 |
|
|
2023
Q2 | $320K | Buy |
5,820
+8
| +0.1% | +$419 | 0.03% | 213 |
|
|
2023
Q1 | $307K | Buy |
5,812
+8
| +0.1% | +$426 | 0.03% | 210 |
|
|
2022
Q4 | $296K | Sell |
5,804
-1,908
| -25% | -$97.2K | 0.03% | 209 |
|
|
2022
Q3 | $362K | Buy |
7,712
+52
| +0.7% | +$2.72K | 0.04% | 186 |
|
|
2022
Q2 | $377K | Buy |
7,660
+184
| +2% | +$9.94K | 0.04% | 189 |
|
|
2022
Q1 | $445K | Buy |
7,476
+204
| +3% | +$12K | 0.04% | 181 |
|
|
2021
Q4 | $463K | Buy |
7,272
+8
| +0.1% | +$501 | 0.04% | 183 |
|
|
2021
Q3 | $432K | Buy |
7,264
+4
| +0.1% | +$242 | 0.04% | 181 |
|
|
2021
Q2 | $431K | Sell |
7,260
-3,424
| -32% | -$198K | 0.04% | 180 |
|
|
2021
Q1 | $591K | Buy |
10,684
+1,932
| +22% | +$105K | 0.09% | 144 |
|
|
2020
Q4 | $452K | Sell |
8,752
-28
| -0.3% | -$1.36K | 0.07% | 160 |
|
|
2020
Q3 | $387K | Buy |
8,780
+84
| +1% | +$3.66K | 0.07% | 157 |
|
|
2020
Q2 | $356K | Hold |
8,696
| – | – | 0.07% | 157 |
|
|
2020
Q1 | $286K | Sell |
8,696
-868
| -9% | -$35.9K | 0.07% | 161 |
|
|
2019
Q4 | $426K | Buy |
9,564
+12
| +0.1% | +$515 | 0.08% | 144 |
|
|
2019
Q3 | $400K | Buy |
9,552
+12
| +0.1% | +$501 | 0.08% | 143 |
|
|
2019
Q2 | $399K | Buy |
9,540
+8
| +0.1% | +$327 | 0.08% | 147 |
|
|
2019
Q1 | $383K | Buy |
9,532
+400
| +4% | +$15.4K | 0.08% | 151 |
|
|
2018
Q4 | $315K | Buy |
9,132
+20
| +0.2% | +$751 | 0.07% | 162 |
|
|
2018
Q3 | $374K | Sell |
9,112
-2,536
| -22% | -$103K | 0.08% | 159 |
|
|
2018
Q2 | $459K | Buy |
11,648
+3,420
| +42% | +$134K | 0.09% | 135 |
|
|
2018
Q1 | $317K | Buy |
8,228
+8
| +0.1% | +$315 | 0.07% | 181 |
|
|
2017
Q4 | $318K | Buy |
8,220
+16
| +0.2% | +$604 | 0.06% | 183 |
|
|
2017
Q3 | $302K | Hold |
8,204
| – | – | 0.06% | 173 |
|
|
2017
Q2 | $292K | Buy |
+8,204
| New | +$290K | 0.07% | 172 |
|
Other funds holding VO
Evanson Asset Management's VO Position: Q1 2026 in Review
Evanson Asset Management increased its Vanguard Mid-Cap ETF (VO) stake by 1.6% in Q1 2026, buying an estimated $18.1K and bringing the position to 15,232 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #127.
Evanson Asset Management first reported a position in VO in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.1M in Q3 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Evanson Asset Management held 15,232 shares of Vanguard Mid-Cap ETF worth $1.09M as of Q1 2026.
- Evanson Asset Management bought 244 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $18.1K.
- Vanguard Mid-Cap ETF made up 0.06% of Evanson Asset Management's portfolio in Q1 2026, its #127 holding.
- Evanson Asset Management first reported a position in Vanguard Mid-Cap ETF in Q2 2017 and has held it in 36 quarters since.
- Evanson Asset Management's Vanguard Mid-Cap ETF position peaked at $1.1M in Q3 2025.
- 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.