Evergreen Capital Management’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $674K | Buy |
5,118
+8
| +0.2% | +$1.02K | 0.01% | 732 |
|
|
2026
Q1 | $617K | Buy |
5,110
+4
| +0.1% | +$510 | 0.01% | 662 |
|
|
2025
Q4 | $682K | Buy |
5,106
+7
| +0.1% | +$909 | 0.02% | 583 |
|
|
2025
Q3 | $669K | Buy |
5,099
+3
| +0.1% | +$388 | 0.02% | 528 |
|
|
2025
Q2 | $649K | Buy |
5,096
+5
| +0.1% | +$596 | 0.02% | 468 |
|
|
2025
Q1 | $608K | Buy |
5,091
+5
| +0.1% | +$609 | 0.02% | 439 |
|
|
2024
Q4 | $600K | Sell |
5,086
-76
| -1% | -$8.99K | 0.02% | 448 |
|
|
2024
Q3 | $570K | Buy |
5,162
+5
| +0.1% | +$530 | 0.02% | 461 |
|
|
2024
Q2 | $517K | Hold |
5,157
| – | – | 0.02% | 451 |
|
|
2024
Q1 | $528K | Buy |
5,157
+95
| +2% | +$9.12K | 0.02% | 439 |
|
|
2023
Q4 | $467K | Buy |
5,062
+15
| +0.3% | +$1.26K | 0.02% | 441 |
|
|
2023
Q3 | $408K | Buy |
5,047
+6
| +0.1% | +$502 | 0.02% | 444 |
|
|
2023
Q2 | $410K | Buy |
5,041
+56
| +1% | +$4.39K | 0.02% | 446 |
|
|
2023
Q1 | $388K | Buy |
4,985
+7
| +0.1% | +$592 | 0.02% | 433 |
|
|
2022
Q4 | $412K | Buy |
4,978
+15
| +0.3% | +$1.24K | 0.02% | 407 |
|
|
2022
Q3 | $369K | Hold |
4,963
| – | – | 0.02% | 399 |
|
|
2022
Q2 | $383K | Buy |
4,963
+7
| +0.1% | +$591 | 0.02% | 376 |
|
|
2022
Q1 | $463K | Sell |
4,956
-96
| -2% | -$9.19K | 0.02% | 393 |
|
|
2021
Q4 | $488K | Buy |
5,052
+13
| +0.3% | +$1.27K | 0.02% | 382 |
|
|
2021
Q3 | $467K | Hold |
5,039
| – | – | 0.02% | 362 |
|
|
2021
Q2 | $456K | Buy |
5,039
+10
| +0.2% | +$904 | 0.02% | 351 |
|
|
2021
Q1 | $425K | Buy |
5,029
+35
| +0.7% | +$2.79K | 0.02% | 336 |
|
|
2020
Q4 | $364K | Buy |
4,994
+7
| +0.1% | +$462 | 0.02% | 319 |
|
|
2020
Q3 | $292K | Buy |
4,987
+7
| +0.1% | +$416 | 0.02% | 328 |
|
|
2020
Q2 | $285K | Sell |
4,980
-2,327
| -32% | -$129K | 0.02% | 313 |
|
|
2020
Q1 | $371K | Buy |
7,307
+1
| +0% | +$68 | 0.03% | 255 |
|
|
2019
Q4 | $557K | Buy |
7,306
+2
| +0% | +$146 | 0.05% | 233 |
|
|
2019
Q3 | $511K | Sell |
7,304
-200
| -3% | -$13.8K | 0.05% | 225 |
|
|
2019
Q2 | $518K | Hold |
7,504
| – | – | 0.05% | 227 |
|
|
2019
Q1 | $484K | Hold |
7,504
| – | – | 0.05% | 216 |
|
|
2018
Q4 | $445K | Sell |
7,504
-7,016
| -48% | -$455K | 0.05% | 218 |
|
|
2018
Q3 | $1.01M | Hold |
14,520
| – | – | 0.09% | 157 |
|
|
2018
Q2 | $979K | Buy |
14,520
+1,200
| +9% | +$83.8K | 0.09% | 152 |
|
|
2018
Q1 | $925K | Buy |
+13,320
| New | +$961K | 0.09% | 149 |
|
Other funds holding VFH
PCH
Evergreen Capital Management's VFH Position: Q2 2026 in Review
Evergreen Capital Management increased its Vanguard Financials ETF (VFH) stake by 0.16% in Q2 2026, buying an estimated $1.02K and bringing the position to 5,118 shares worth $674K. The position accounts for 0.01% of the portfolio, ranked #732.
Evergreen Capital Management first reported a position in VFH in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.01M in Q3 2018. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.
- Evergreen Capital Management held 5,118 shares of Vanguard Financials ETF worth $674K as of Q2 2026.
- Evergreen Capital Management bought 8 Vanguard Financials ETF shares in Q2 2026, an estimated $1.02K.
- Vanguard Financials ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #732 holding.
- Evergreen Capital Management first reported a position in Vanguard Financials ETF in Q1 2018 and has held it in 34 quarters since.
- Evergreen Capital Management's Vanguard Financials ETF position peaked at $1.01M in Q3 2018.
- 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.
Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.