Vanguard Fiduciary Trust
EFOR

Vanguard Fiduciary Trust’s Everforth Inc EFOR Stock Holding History

Vanguard Fiduciary Trust’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.83M Sell
270,082
-4,015
-1% -$98.1K ﹤0.01% 2199
2026
Q1 		$10.6M Buy
+274,097
New +$12.2M ﹤0.01% 1687

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Fiduciary Trust's EFOR Position: Q2 2026 in Review

Vanguard Fiduciary Trust reduced its Everforth Inc (EFOR) stake by 1.5% in Q2 2026, selling an estimated $98.1K and leaving 270,082 shares worth $4.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2199.

Vanguard Fiduciary Trust first reported a position in EFOR in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.6M in Q1 2026. 244 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Vanguard Fiduciary Trust held 270,082 shares of Everforth Inc worth $4.83M as of Q2 2026.
  • Vanguard Fiduciary Trust sold 4,015 Everforth Inc shares in Q2 2026, an estimated $98.1K.
  • Everforth Inc made up ﹤0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #2199 holding.
  • Vanguard Fiduciary Trust first reported a position in Everforth Inc in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Fiduciary Trust's Everforth Inc position peaked at $10.6M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Vanguard Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.