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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

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Quarterly 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