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Evergreen Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Evergreen Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$200K Buy
+2,864
New +$188K 0.05% 22
2022
Q1 		– Sell
-3,456
Closed -$220K – 14
2021
Q4 		$220K Buy
3,456
+12
+0.3% +$752 0.08% 12
2021
Q3 		$204K Buy
+3,444
New +$208K 0.07% 15

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evergreen Advisors's VO Position: Q2 2025 in Review

Evergreen Advisors opened a new position in Vanguard Mid-Cap ETF (VO) in Q2 2025: 2,864 shares worth $200K. The stake represents 0.05% of the portfolio and ranks #22 among its holdings. This is a return to the name: Evergreen Advisors previously reported a position in VO as recently as Q4 2021.

Evergreen Advisors first reported a position in VO in Q3 2021 and has held it in 3 quarters since. The position peaked at $220K in Q4 2021. 2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Evergreen Advisors held 2,864 shares of Vanguard Mid-Cap ETF worth $200K as of Q2 2025.
  • Vanguard Mid-Cap ETF was a new Evergreen Advisors position in Q2 2025.
  • Vanguard Mid-Cap ETF made up 0.05% of Evergreen Advisors's portfolio in Q2 2025, its #22 holding.
  • Evergreen Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2021 and has held it in 3 quarters since.
  • Evergreen Advisors's Vanguard Mid-Cap ETF position peaked at $220K in Q4 2021.
  • 2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Evergreen Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.