Evergreen Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Evergreen Advisors’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$234K	Buy	+334	New	+$233K	0.05%	29

Other funds holding VOO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Evergreen Advisors's VOO Position: Q3 2026 in Review

Evergreen Advisors opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2026: 334 shares worth $234K. The stake represents 0.05% of the portfolio and ranks #29 among its holdings.

2,671 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Evergreen Advisors held 334 shares of Vanguard S&P 500 ETF worth $234K as of Q3 2026.
Vanguard S&P 500 ETF was a new Evergreen Advisors position in Q3 2026.
Vanguard S&P 500 ETF made up 0.05% of Evergreen Advisors's portfolio in Q3 2026, its #29 holding.
2,671 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Evergreen Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.