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Vanguard Mid-Cap ETF shares owned by Evernest Financial Advisors

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Evernest Financial Advisors from 13F filings

Historical chart of Evernest Financial Advisors investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $993k 3.8k 264.16
2024-09-30 $1.9M 7.2k 263.85
2024-06-30 $930k 3.8k 242.10
2024-03-31 $903k 3.8k 234.99
2023-12-31 $878k 3.8k 232.64

More positions owned by Evernest Financial Advisors

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Casey's General Stores (CASY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Fidelity Covington Trust Fundamental Smal (FFSM)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Capital Group International SHS (CGIE)

View all positions for Evernest Financial Advisors

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Jones Financial Companies, L.L
Bank of America Corporation
Creative Planning
Morgan Stanley
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Raymond James & Associates
Ameriprise Financial
LPL Financial
Envestnet Asset Management
Pnc Financial Services
Jpmorgan Chase & Co
Raymond James Financial Services Advisors

View all funds holding Vanguard Mid-Cap ETF