Evernest Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Evernest Financial Advisors’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	$1.16M	Sell	14,360 -43,080	-75%	-$3.34M	0.24%	68
2026 Q1	$1.1M	Buy	57,440 +42,504	+285%	+$3.16M	0.23%	68
2025 Q4	$1.13M	Sell	14,936 -52	-0.3%	-$3.78K	0.24%	69
2025 Q3	$1.1M	Buy	14,988 +356	+2%	+$25.6K	0.31%	64
2025 Q2	$1.02M	Buy	14,632 +60	+0.4%	+$3.94K	0.33%	64
2025 Q1	$942K	Sell	14,572 -468	-3%	-$31.4K	0.34%	68
2024 Q4	$993K	Sell	15,040 -13,948	-48%	-$947K	0.26%	68
2024 Q3	$1.91M	Buy	28,988 +13,616	+89%	+$855K	0.52%	30
2024 Q2	$930K	Hold	15,372	–	–	0.42%	55
2024 Q1	$903K	Buy	15,372 +280	+2%	+$16.5K	0.43%	52
2023 Q4	$878K	Buy	+15,092	New	+$806K	0.45%	50
2021 Q4	$901K	Buy	+15,372	New	+$964K	0.47%	47

Other funds holding VO

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

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

Evernest Financial Advisors's VO Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 75% in Q2 2026, selling an estimated $3.34M and leaving 14,360 shares worth $1.16M. The position accounts for 0.24% of the portfolio, ranked #68.

Evernest Financial Advisors first reported a position in VO in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.91M in Q3 2024. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Evernest Financial Advisors held 14,360 shares of Vanguard Morningstar Mid-Cap ETF worth $1.16M as of Q2 2026.
Evernest Financial Advisors sold 43,080 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.34M.
Vanguard Morningstar Mid-Cap ETF made up 0.24% of Evernest Financial Advisors's portfolio in Q2 2026, its #68 holding.
Evernest Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.91M in Q3 2024.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.