Evergreen Capital Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Evergreen Capital Management’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.6M	Buy	119,132 +4,869	+4%	+$572K	0.3%	80
2025 Q4	$12.8M	Sell	114,263 -4,696	-4%	-$521K	0.29%	84
2025 Q3	$13.1M	Buy	118,959 +4,678	+4%	+$509K	0.31%	80
2025 Q2	$12M	Buy	114,281 +6,851	+6%	+$681K	0.36%	76
2025 Q1	$10.6M	Buy	107,430 +6,712	+7%	+$706K	0.36%	75
2024 Q4	$10.6M	Buy	100,718 +31,860	+46%	+$3.46M	0.35%	81
2024 Q3	$7.3M	Buy	68,858 +20,903	+44%	+$2.13M	0.24%	118
2024 Q2	$4.77M	Buy	+47,955	New	+$4.78M	0.17%	146

Other funds holding IVOO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evergreen Capital Management's IVOO Position: Q1 2026 in Review

Evergreen Capital Management increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 4.3% in Q1 2026, buying an estimated $572K and bringing the position to 119,132 shares worth $13.6M. The position accounts for 0.3% of the portfolio, ranked #80.

Evergreen Capital Management first reported a position in IVOO in Q2 2024 and has held it in 8 quarters since. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Evergreen Capital Management held 119,132 shares of Vanguard S&P Mid-Cap 400 ETF worth $13.6M as of Q1 2026.
Evergreen Capital Management bought 4,869 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $572K.
Vanguard S&P Mid-Cap 400 ETF made up 0.3% of Evergreen Capital Management's portfolio in Q1 2026, its #80 holding.
Evergreen Capital Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2024 and has held it in 8 quarters since.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.