Evergreen Capital Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.2M	Buy	87,013 +537	+0.6%	+$37.4K	0.11%	176
2026 Q1	$5.54M	Buy	86,476 +21,388	+33%	+$1.41M	0.12%	183
2025 Q4	$4.07M	Buy	65,088 +603	+0.9%	+$36.9K	0.09%	213
2025 Q3	$3.86M	Sell	64,485 -13,760	-18%	-$802K	0.09%	199
2025 Q2	$4.46M	Buy	78,245 +24,739	+46%	+$1.33M	0.13%	169
2025 Q1	$2.72M	Buy	53,506 +2,763	+5%	+$140K	0.09%	214
2024 Q4	$2.43M	Sell	50,743 -2,931	-5%	-$147K	0.08%	230
2024 Q3	$2.83M	Buy	53,674 +258	+0.5%	+$13.1K	0.1%	210
2024 Q2	$2.64M	Sell	53,416 -18,876	-26%	-$939K	0.1%	208
2024 Q1	$3.63M	Sell	72,292 -615	-0.8%	-$29.7K	0.14%	166
2023 Q4	$3.49M	Buy	72,907 +773	+1%	+$34.6K	0.14%	174
2023 Q3	$3.15M	Buy	72,134 +142	+0.2%	+$6.5K	0.14%	172
2023 Q2	$3.32M	Buy	71,992 +41,304	+135%	+$1.9M	0.14%	169
2023 Q1	$1.39M	Buy	30,688 +18,552	+153%	+$826K	0.06%	249
2022 Q4	$509K	Sell	12,136 -11,128	-48%	-$451K	0.02%	367
2022 Q3	$846K	Buy	23,264 +5	+0%	+$204	0.04%	277
2022 Q2	$949K	Sell	23,259 -1,083	-4%	-$48.1K	0.05%	254
2022 Q1	$1.17M	Buy	24,342 +839	+4%	+$40.8K	0.05%	268
2021 Q4	$1.2M	Buy	23,503 +289	+1%	+$14.8K	0.05%	264
2021 Q3	$1.17M	Buy	23,214 +2,103	+10%	+$109K	0.05%	265
2021 Q2	$1.09M	Buy	21,111 +5,661	+37%	+$292K	0.05%	258
2021 Q1	$759K	Buy	15,450 +17	+0.1%	+$831	0.04%	275
2020 Q4	$729K	Sell	15,433 -1,588	-9%	-$69.9K	0.04%	251
2020 Q3	$696K	Buy	17,021 +10,544	+163%	+$433K	0.05%	233
2020 Q2	$251K	Buy	+6,477	New	+$237K	0.02%	332
2020 Q1	–	Sell	-6,705	Closed	-$295K	–	493
2019 Q4	$295K	Buy	6,705 +924	+16%	+$39.4K	0.02%	356
2019 Q3	$237K	Buy	5,781 +2	+0%	+$82	0.02%	357
2019 Q2	$241K	Buy	5,779 +3	+0.1%	+$124	0.02%	351
2019 Q1	$236K	Hold	5,776	–	–	0.02%	330
2018 Q4	$214K	Buy	+5,776	New	+$229K	0.02%	335

Other funds holding VEA

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Evergreen Capital Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.62% in Q2 2026, buying an estimated $37.4K and bringing the position to 87,013 shares worth $6.2M. The position accounts for 0.11% of the portfolio, ranked #176.

Evergreen Capital Management first reported a position in VEA in Q4 2018 and has held it in 30 quarters since. 2,985 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Evergreen Capital Management held 87,013 shares of Vanguard FTSE Developed Markets ETF worth $6.2M as of Q2 2026.
Evergreen Capital Management bought 537 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $37.4K.
Vanguard FTSE Developed Markets ETF made up 0.11% of Evergreen Capital Management's portfolio in Q2 2026, its #176 holding.
Evergreen Capital Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 30 quarters since.
2,985 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

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