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

Evelyn Partners Investment Management Services’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	$1.47M	Buy	20,436 +2,012	+11%	+$149K	0.17%	80
2025 Q4	$1.34M	Buy	18,424 +6,040	+49%	+$439K	0.17%	78
2025 Q3	$909K	Buy	12,384 +1,756	+17%	+$126K	0.12%	86
2025 Q2	$744K	Buy	10,628 +8,592	+422%	+$564K	0.11%	90
2025 Q1	$132K	Buy	+2,036	New	+$137K	0.02%	126

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Evelyn Partners Investment Management Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q1 2026, buying an estimated $149K and bringing the position to 20,436 shares worth $1.47M. The position accounts for 0.17% of the portfolio, ranked #80.

Evelyn Partners Investment Management Services first reported a position in VO in Q1 2025 and has held it in 5 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Evelyn Partners Investment Management Services held 20,436 shares of Vanguard Morningstar Mid-Cap ETF worth $1.47M as of Q1 2026.
Evelyn Partners Investment Management Services bought 2,012 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $149K.
Vanguard Morningstar Mid-Cap ETF made up 0.17% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #80 holding.
Evelyn Partners Investment Management Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

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