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Everpar Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Everpar 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 		$268K Sell
3,328
-876
-21% -$67.9K 0.08% 237
2026
Q1 		$302K Buy
4,204
+768
+22% +$57.1K 0.1% 209
2025
Q4 		$249K Hold
3,436
– – 0.09% 230
2025
Q3 		$252K Hold
3,436
– – 0.1% 231
2025
Q2 		$240K Hold
3,436
– – 0.11% 234
2025
Q1 		$222K Hold
3,436
– – 0.12% 237
2024
Q4 		$227K Buy
3,436
+100
+3% +$6.79K 0.11% 241
2024
Q3 		$220K Sell
3,336
-216
-6% -$13.6K 0.11% 236
2024
Q2 		$215K Buy
+3,552
New +$216K 0.11% 242
2024
Q1 		– Sell
-3,552
Closed -$207K – 284
2023
Q4 		$207K Buy
+3,552
New +$190K 0.1% 267

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

Everpar Advisors's VO Position: Q2 2026 in Review

Everpar Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 21% in Q2 2026, selling an estimated $67.9K and leaving 3,328 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #237.

Everpar Advisors first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $302K in Q1 2026. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Everpar Advisors held 3,328 shares of Vanguard Mid-Cap ETF worth $268K as of Q2 2026.
  • Everpar Advisors sold 876 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $67.9K.
  • Vanguard Mid-Cap ETF made up 0.08% of Everpar Advisors's portfolio in Q2 2026, its #237 holding.
  • Everpar Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Everpar Advisors's Vanguard Mid-Cap ETF position peaked at $302K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.