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

Evelyn Partners Investment 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
2025
Q3 		– Sell
-824
Closed -$57.6K – 422
2025
Q2 		$57.6K Buy
+824
New +$54.1K ﹤0.01% 275

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Evelyn Partners Investment Management's VO Position: Q3 2025 in Review

Evelyn Partners Investment Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2025, closing a stake of 824 shares — an estimated $57.6K sold.

Evelyn Partners Investment Management first reported a position in VO in Q2 2025 and held it in 1 quarter. The position peaked at $57.6K in Q2 2025. 2,219 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Evelyn Partners Investment Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 824 Vanguard Morningstar Mid-Cap ETF shares in Q3 2025, an estimated $57.6K.
  • Evelyn Partners Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Evelyn Partners Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $57.6K in Q2 2025.
  • 2,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.