Evergreen Capital Management
IVOO icon

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
Q3 		$19.4M Buy
159,713
+16,767
+12% +$2.14M 0.34% 61
2026
Q2 		$18.6M Buy
142,946
+23,814
+20% +$2.96M 0.33% 68
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

Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
Lockheed Martin Investment Management
Lockheed Martin Investment Management Bethesda, Maryland $1.41B AUM 28.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Francis Financial
Francis Financial $642M AUM 10.36% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
NWM Advisors
NWM Advisors San Luis Obispo, California $128M AUM 15.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Evergreen Capital Management's IVOO Position: Q3 2026 in Review

Evergreen Capital Management increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 12% in Q3 2026, buying an estimated $2.14M and bringing the position to 159,713 shares worth $19.4M. The position accounts for 0.34% of the portfolio, ranked #61.

Evergreen Capital Management first reported a position in IVOO in Q2 2024 and has held it in 10 quarters since. 202 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

  • Evergreen Capital Management held 159,713 shares of Vanguard S&P Mid-Cap 400 ETF worth $19.4M as of Q3 2026.
  • Evergreen Capital Management bought 16,767 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2026, an estimated $2.14M.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.34% of Evergreen Capital Management's portfolio in Q3 2026, its #61 holding.
  • Evergreen Capital Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2024 and has held it in 10 quarters since.
  • 202 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.