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Everstar Asset Management’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Everstar Asset Management's VO Position: Q1 2026 in Review

Everstar Asset Management increased its Vanguard Mid-Cap ETF (VO) stake by 0.41% in Q1 2026, buying an estimated $2.08K and bringing the position to 6,888 shares worth $495K. The position accounts for 0.26% of the portfolio, ranked #114.

Everstar Asset Management first reported a position in VO in Q3 2024 and has held it in 7 quarters since. The position peaked at $573K in Q3 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Everstar Asset Management held 6,888 shares of Vanguard Mid-Cap ETF worth $495K as of Q1 2026.
  • Everstar Asset Management bought 28 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $2.08K.
  • Vanguard Mid-Cap ETF made up 0.26% of Everstar Asset Management's portfolio in Q1 2026, its #114 holding.
  • Everstar Asset Management first reported a position in Vanguard Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Everstar Asset Management's Vanguard Mid-Cap ETF position peaked at $573K in Q3 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.