Evermay Wealth 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 | $8.73M | Sell |
121,620
-4,768
| -4% | -$354K | 0.97% | 20 |
|
|
2025
Q4 | $9.17M | Sell |
126,388
-1,988
| -2% | -$145K | 1.03% | 19 |
|
|
2025
Q3 | $9.46M | Sell |
128,376
-2,608
| -2% | -$187K | 1.08% | 18 |
|
|
2025
Q2 | $9.19M | Buy |
130,984
+652
| +0.5% | +$42.8K | 1.13% | 17 |
|
|
2025
Q1 | $8.43M | Buy |
130,332
+2,344
| +2% | +$157K | 1.11% | 17 |
|
|
2024
Q4 | $8.45M | Sell |
127,988
-112
| -0.1% | -$7.6K | 1.28% | 16 |
|
|
2024
Q3 | $8.45M | Sell |
128,100
-512
| -0.4% | -$32.1K | 1.36% | 12 |
|
|
2024
Q2 | $7.81M | Sell |
128,612
-2,824
| -2% | -$172K | 1.25% | 14 |
|
|
2024
Q1 | $8.21M | Sell |
131,436
-400
| -0.3% | -$23.6K | 1.24% | 13 |
|
|
2023
Q4 | $7.67M | Sell |
131,836
-1,972
| -1% | -$105K | 1.42% | 12 |
|
|
2023
Q3 | $6.97M | Buy |
133,808
+780
| +0.6% | +$42.8K | 1.42% | 12 |
|
|
2023
Q2 | $7.32M | Sell |
133,028
-1,264
| -0.9% | -$66.3K | 1.41% | 10 |
|
|
2023
Q1 | $7.08M | Sell |
134,292
-1,624
| -1% | -$86.4K | 1.43% | 12 |
|
|
2022
Q4 | $6.93M | Buy |
135,916
+4,268
| +3% | +$217K | 1.41% | 12 |
|
|
2022
Q3 | $6.19M | Buy |
131,648
+5,744
| +5% | +$300K | 1.23% | 13 |
|
|
2022
Q2 | $6.2M | Buy |
125,904
+8,276
| +7% | +$447K | 1.2% | 14 |
|
|
2022
Q1 | $6.99M | Sell |
117,628
-5,864
| -5% | -$344K | 1.17% | 14 |
|
|
2021
Q4 | $7.87M | Buy |
123,492
+964
| +0.8% | +$60.4K | 1.41% | 12 |
|
|
2021
Q3 | $7.25M | Sell |
122,528
-39,552
| -24% | -$2.39M | 1.4% | 12 |
|
|
2021
Q2 | $9.62M | Sell |
162,080
-852
| -0.5% | -$49.4K | 1.78% | 12 |
|
|
2021
Q1 | $9.02M | Sell |
162,932
-2,772
| -2% | -$150K | 1.8% | 11 |
|
|
2020
Q4 | $8.57M | Sell |
165,704
-4,984
| -3% | -$241K | 1.89% | 12 |
|
|
2020
Q3 | $7.52M | Sell |
170,688
-2,572
| -1% | -$112K | 1.85% | 10 |
|
|
2020
Q2 | $7.1M | Buy |
173,260
+12,052
| +7% | +$462K | 1.87% | 10 |
|
|
2020
Q1 | $5.31M | Buy |
161,208
+5,568
| +4% | +$231K | 1.61% | 11 |
|
|
2019
Q4 | $6.93M | Sell |
155,640
-416
| -0.3% | -$17.9K | 1.7% | 10 |
|
|
2019
Q3 | $6.54M | Sell |
156,056
-768
| -0.5% | -$32.1K | 1.78% | 9 |
|
|
2019
Q2 | $6.55M | Sell |
156,824
-4,836
| -3% | -$198K | 1.82% | 9 |
|
|
2019
Q1 | $6.5M | Hold |
161,660
| – | – | 1.84% | 9 |
|
|
2018
Q4 | $5.58M | Sell |
161,660
-3,992
| -2% | -$150K | 1.81% | 9 |
|
|
2018
Q3 | $6.8M | Sell |
165,652
-80
| -0% | -$3.26K | 2.12% | 8 |
|
|
2018
Q2 | $6.53M | Sell |
165,732
-1,440
| -0.9% | -$56.5K | 2.18% | 8 |
|
|
2018
Q1 | $6.45M | Sell |
167,172
-2,380
| -1% | -$93.7K | 2.22% | 8 |
|
|
2017
Q4 | $6.56M | Sell |
169,552
-300
| -0.2% | -$11.3K | 2.4% | 8 |
|
|
2017
Q3 | $6.24M | Sell |
169,852
-1,660
| -1% | -$59.9K | 2.71% | 8 |
|
|
2017
Q2 | $6.11M | Buy |
171,512
+3,892
| +2% | +$138K | 2.71% | 8 |
|
|
2017
Q1 | $5.83M | Sell |
167,620
-2,252
| -1% | -$77.4K | 2.61% | 8 |
|
|
2016
Q4 | $5.59M | Hold |
169,872
| – | – | 2.73% | 8 |
|
|
2016
Q3 | $5.5M | Buy |
169,872
+1,900
| +1% | +$61K | 2.77% | 8 |
|
|
2016
Q2 | $5.19M | Sell |
167,972
-3,312
| -2% | -$101K | 2.71% | 9 |
|
|
2016
Q1 | $5.19M | Buy |
171,284
+49,684
| +41% | +$1.41M | 2.91% | 9 |
|
|
2015
Q4 | $3.65M | Buy |
+121,600
| New | +$3.71M | 2.15% | 9 |
|
Other funds holding VO
Evermay Wealth Management's VO Position: Q1 2026 in Review
Evermay Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 3.8% in Q1 2026, selling an estimated $354K and leaving 121,620 shares worth $8.73M. The position accounts for 0.97% of the portfolio, ranked #20.
Evermay Wealth Management first reported a position in VO in Q4 2015 and has held it in 42 quarters since. The position peaked at $9.62M in Q2 2021. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Evermay Wealth Management held 121,620 shares of Vanguard Mid-Cap ETF worth $8.73M as of Q1 2026.
- Evermay Wealth Management sold 4,768 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $354K.
- Vanguard Mid-Cap ETF made up 0.97% of Evermay Wealth Management's portfolio in Q1 2026, its #20 holding.
- Evermay Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2015 and has held it in 42 quarters since.
- Evermay Wealth Management's Vanguard Mid-Cap ETF position peaked at $9.62M in Q2 2021.
- 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.