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Everhart Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Everhart Financial Group’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
Q2 		$1.72M Buy
21,358
+394
+2% +$30.5K 0.11% 94
2026
Q1 		$1.51M Sell
20,964
-264
-1% -$19.6K 0.13% 110
2025
Q4 		$1.54M Sell
21,228
-104
-0.5% -$7.57K 0.14% 94
2025
Q3 		$1.57M Buy
21,332
+988
+5% +$71K 0.16% 82
2025
Q2 		$1.42M Sell
20,344
-184
-0.9% -$12.1K 0.16% 86
2025
Q1 		$1.33M Sell
20,528
-664
-3% -$44.6K 0.18% 79
2024
Q4 		$1.4M Sell
21,192
-544
-3% -$36.9K 0.29% 61
2024
Q3 		$1.43M Buy
21,736
+820
+4% +$51.5K 0.32% 57
2024
Q2 		$1.27M Sell
20,916
-324
-2% -$19.7K 0.33% 54
2024
Q1 		$1.33M Buy
21,240
+352
+2% +$20.8K 0.39% 45
2023
Q4 		$1.21M Buy
20,888
+1,192
+6% +$63.7K 0.43% 48
2023
Q3 		$1.03M Sell
19,696
-20
-0.1% -$1.1K 0.44% 52
2023
Q2 		$1.09M Sell
19,716
-204
-1% -$10.7K 0.45% 44
2023
Q1 		$1.05M Buy
19,920
+5,848
+42% +$311K 0.47% 44
2022
Q4 		$717K Sell
14,072
-200
-1% -$10.2K 0.36% 59
2022
Q3 		$671K Buy
14,272
+612
+4% +$32K 0.37% 50
2022
Q2 		$673K Sell
13,660
-328
-2% -$17.7K 0.41% 48
2022
Q1 		$832K Sell
13,988
-456
-3% -$26.8K 0.48% 45
2021
Q4 		$920K Sell
14,444
-804
-5% -$50.4K 0.56% 40
2021
Q3 		$902K Buy
15,248
+1,388
+10% +$83.9K 0.62% 37
2021
Q2 		$822K Buy
13,860
+236
+2% +$13.7K 0.57% 37
2021
Q1 		$754K Buy
13,624
+56
+0.4% +$3.04K 0.66% 35
2020
Q4 		$701K Buy
+13,568
New +$657K 0.65% 36

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Everhart Financial Group's VO Position: Q2 2026 in Review

Everhart Financial Group increased its Vanguard Mid-Cap ETF (VO) stake by 1.9% in Q2 2026, buying an estimated $30.5K and bringing the position to 21,358 shares worth $1.72M. The position accounts for 0.11% of the portfolio, ranked #94.

Everhart Financial Group first reported a position in VO in Q4 2020 and has held it in 23 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Everhart Financial Group held 21,358 shares of Vanguard Mid-Cap ETF worth $1.72M as of Q2 2026.
  • Everhart Financial Group bought 394 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $30.5K.
  • Vanguard Mid-Cap ETF made up 0.11% of Everhart Financial Group's portfolio in Q2 2026, its #94 holding.
  • Everhart Financial Group first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.