Ownership history in Ellevest, Inc. · 29 quarters on record
This page tracks every 13F SEC filing in which Ellevest, Inc. reported a position in VANGUARD MID-CAP INDEX FUND (VO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 27,165 | +960 | +3.7% | 1.09% | $7.9M | $290.22 |
| 2025 Q3 | ADDED | 26,205 | +1,554 | +6.3% | 1.10% | $7.7M | $292.59 |
| 2025 Q2 | REDUCED | 24,651 | -97,418 | -79.8% | 1.10% | $6.9M | $277.75 |
| 2025 Q1 | REDUCED | 122,069 | -18,535 | -13.2% | 2.10% | $31.6M | $255.71 |
| 2024 Q4 | REDUCED | 140,604 | -2,675 | -1.9% | 2.15% | $37.2M | $260.00 |
| 2024 Q3 | ADDED | 143,279 | +3,879 | +2.8% | 2.09% | $37.8M | $258.65 |
| 2024 Q2 | ADDED | 139,400 | +4,334 | +3.2% | 2.02% | $33.7M | $236.49 |
| 2024 Q1 | ADDED | 135,066 | +3,264 | +2.5% | 2.09% | $33.7M | $243.13 |
| 2023 Q4 | ADDED | 131,802 | +4,130 | +3.2% | 2.09% | $30.7M | $225.48 |
| 2023 Q3 | ADDED | 127,672 | +1,645 | +1.3% | 2.04% | $26.6M | $200.79 |
As of 2025 Q4 — sorted by position size