Vanguard Mid-Cap ETF shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth 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 EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Mid-Cap ETF by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.4k | 293.72 |
| 2025-06-30 | $1.2M | 4.2k | 279.80 |
| 2025-03-31 | $1.1M | 4.3k | 259.79 |
| 2024-12-31 | $1.2M | 4.4k | 264.15 |
| 2024-09-30 | $301k | 1.1k | 263.82 |
| 2024-06-30 | $173k | 689 | 251.70 |
| 2024-03-31 | $136k | 584 | 232.78 |
| 2023-12-31 | $136k | 584 | 232.78 |
| 2023-09-30 | $81k | 387 | 208.23 |
| 2023-06-30 | $72k | 326 | 220.31 |
| 2023-03-31 | $17k | 80 | 210.46 |
| 2022-12-31 | $16k | 80 | 202.60 |
| 2022-09-30 | $15k | 79 | 189.87 |
| 2022-06-30 | $16k | 79 | 202.53 |
| 2022-03-31 | $22k | 93 | 236.56 |
| 2021-12-31 | $24k | 92 | 260.87 |
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