EWA
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EverSource Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

EverSource Wealth 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 		$1.05M Sell
13,020
-4,544
-26% -$352K 0.04% 344
2026
Q1 		$1.26M Buy
17,564
+1,616
+10% +$120K 0.04% 331
2025
Q4 		$1.16M Sell
15,948
-1,516
-9% -$110K 0.04% 301
2025
Q3 		$1.28M Buy
17,464
+624
+4% +$44.8K 0.05% 259
2025
Q2 		$1.18M Sell
16,840
-216
-1% -$14.2K 0.05% 240
2025
Q1 		$1.1M Sell
17,056
-664
-4% -$44.6K 0.06% 226
2024
Q4 		$1.17M Buy
17,720
+13,164
+289% +$894K 0.07% 220
2024
Q3 		$300K Buy
4,556
+1,800
+65% +$113K 0.02% 446
2024
Q2 		$173K Buy
2,756
+700
+34% +$42.5K 0.01% 607
2024
Q1 		$122K Sell
2,056
-280
-12% -$16.5K 0.01% 635
2023
Q4 		$136K Buy
2,336
+788
+51% +$42.1K 0.01% 543
2023
Q3 		$80.5K Buy
1,548
+244
+19% +$13.4K 0.01% 646
2023
Q2 		$71.8K Buy
1,304
+984
+308% +$51.6K 0.01% 700
2023
Q1 		$16.8K Hold
320
– – ﹤0.01% 1146
2022
Q4 		$16.2K Buy
320
+4
+1% +$204 ﹤0.01% 1132
2022
Q3 		$15K Hold
316
– – ﹤0.01% 1005
2022
Q2 		$16K Sell
316
-56
-15% -$3.03K ﹤0.01% 900
2022
Q1 		$22K Buy
372
+4
+1% +$235 0.01% 672
2021
Q4 		$24K Buy
+368
New +$23.1K 0.01% 622

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

EverSource Wealth Advisors's VO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 26% in Q2 2026, selling an estimated $352K and leaving 13,020 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #344.

EverSource Wealth Advisors first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.28M in Q3 2025. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • EverSource Wealth Advisors held 13,020 shares of Vanguard Morningstar Mid-Cap ETF worth $1.05M as of Q2 2026.
  • EverSource Wealth Advisors sold 4,544 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $352K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #344 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.28M in Q3 2025.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.