Evelyn Partners Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Evelyn Partners Asset Management’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	$7.37M	Buy	102,648 +17,084	+20%	+$1.27M	1.82%	20
2025 Q4	$6.21M	Buy	85,564 +9,752	+13%	+$709K	1.46%	28
2025 Q3	$5.57M	Buy	75,812 +7,268	+11%	+$522K	1.26%	29
2025 Q2	$4.8M	Buy	68,544 +60,088	+711%	+$3.94M	1.22%	30
2025 Q1	$547K	Buy	+8,456	New	+$567K	0.15%	65

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Evelyn Partners Asset Management's VO Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 20% in Q1 2026, buying an estimated $1.27M and bringing the position to 102,648 shares worth $7.37M. The position accounts for 1.82% of the portfolio, ranked #20.

Evelyn Partners Asset Management first reported a position in VO in Q1 2025 and has held it in 5 quarters since. 2,395 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Evelyn Partners Asset Management held 102,648 shares of Vanguard Morningstar Mid-Cap ETF worth $7.37M as of Q1 2026.
Evelyn Partners Asset Management bought 17,084 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $1.27M.
Vanguard Morningstar Mid-Cap ETF made up 1.82% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #20 holding.
Evelyn Partners Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
2,395 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.