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 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evergreen Capital Management's IVOO Position: Q2 2026 in Review

Evergreen Capital Management increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 20% in Q2 2026, buying an estimated $2.96M and bringing the position to 142,946 shares worth $18.6M. The position accounts for 0.33% of the portfolio, ranked #68.

Evergreen Capital Management first reported a position in IVOO in Q2 2024 and has held it in 9 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Evergreen Capital Management held 142,946 shares of Vanguard S&P Mid-Cap 400 ETF worth $18.6M as of Q2 2026.
Evergreen Capital Management bought 23,814 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $2.96M.
Vanguard S&P Mid-Cap 400 ETF made up 0.33% of Evergreen Capital Management's portfolio in Q2 2026, its #68 holding.
Evergreen Capital Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2024 and has held it in 9 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.