Vanguard Mid-Cap Growth ETF shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap Growth ETF (VOT) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Vanguard Mid-Cap Growth ETF
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Quarterly reported holdings in Vanguard Mid-Cap Growth ETF by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $305k | 32k | 9.44 |
| 2025-12-31 | $1.0M | 3.6k | 279.14 |
| 2025-09-30 | $1.3M | 4.4k | 293.79 |
| 2025-06-30 | $1.5M | 5.3k | 284.39 |
| 2025-03-31 | $1.4M | 5.6k | 244.64 |
| 2024-12-31 | $1.5M | 5.8k | 253.75 |
| 2024-09-30 | $1.5M | 6.1k | 243.47 |
| 2024-06-30 | $1.4M | 6.1k | 233.45 |
| 2024-03-31 | $1.3M | 5.9k | 223.84 |
| 2023-12-31 | $1.3M | 6.0k | 219.57 |
| 2023-09-30 | $1.2M | 6.1k | 194.77 |
| 2023-06-30 | $1.3M | 6.2k | 205.77 |
| 2023-03-31 | $1.2M | 6.3k | 194.91 |
| 2022-12-31 | $1.1M | 6.1k | 179.76 |
| 2022-09-30 | $1.0M | 5.9k | 170.50 |
| 2022-06-30 | $1.0M | 5.9k | 175.18 |
| 2022-03-31 | $1.3M | 5.9k | 222.87 |
| 2021-12-31 | $1.7M | 6.6k | 254.74 |
More positions owned by EverSource Wealth Advisors
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