Everstar Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Everstar Asset Management’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	$553K	Sell	6,860 -28	-0.4%	-$2.17K	0.27%	111
2026 Q1	$495K	Buy	6,888 +28	+0.4%	+$2.08K	0.26%	114
2025 Q4	$498K	Hold	6,860	–	–	0.27%	108
2025 Q3	$504K	Sell	6,860 -400	-6%	-$28.7K	0.29%	114
2025 Q2	$508K	Hold	7,260	–	–	0.31%	104
2025 Q1	$469K	Sell	7,260 -1,288	-15%	-$86.4K	0.31%	104
2024 Q4	$564K	Sell	8,548 -132	-2%	-$8.96K	0.4%	63
2024 Q3	$573K	Buy	+8,680	New	+$545K	0.39%	74

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

Everstar Asset Management's VO Position: Q2 2026 in Review

Everstar Asset Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.41% in Q2 2026, selling an estimated $2.17K and leaving 6,860 shares worth $553K. The position accounts for 0.27% of the portfolio, ranked #111.

Everstar Asset Management first reported a position in VO in Q3 2024 and has held it in 8 quarters since. The position peaked at $573K in Q3 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Everstar Asset Management held 6,860 shares of Vanguard Morningstar Mid-Cap ETF worth $553K as of Q2 2026.
Everstar Asset Management sold 28 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.17K.
Vanguard Morningstar Mid-Cap ETF made up 0.27% of Everstar Asset Management's portfolio in Q2 2026, its #111 holding.
Everstar Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $573K in Q3 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.