Evergreen Capital Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.97M	Buy	43,428 +3,380	+8%	+$429K	0.1%	183
2026 Q1	$4.6M	Buy	40,048 +395	+1%	+$46.3K	0.1%	206
2025 Q4	$4.4M	Buy	39,653 +11,218	+39%	+$1.25M	0.1%	201
2025 Q3	$3.14M	Buy	28,435 +621	+2%	+$66.2K	0.07%	224
2025 Q2	$2.82M	Sell	27,814 -10,752	-28%	-$1.03M	0.08%	225
2025 Q1	$3.72M	Buy	38,566 +12,350	+47%	+$1.28M	0.12%	185
2024 Q4	$2.78M	Buy	26,216 +2,310	+10%	+$256K	0.09%	208
2024 Q3	$2.59M	Buy	23,906 +12,019	+101%	+$1.25M	0.09%	220
2024 Q2	$1.17M	Sell	11,887 -350	-3%	-$34.4K	0.04%	290
2024 Q1	$1.24M	Buy	12,237 +1,205	+11%	+$117K	0.05%	273
2023 Q4	$1.09M	Buy	11,032 +1,797	+19%	+$160K	0.04%	283
2023 Q3	$807K	Buy	9,235 +1,485	+19%	+$137K	0.04%	313
2023 Q2	$712K	Buy	7,750 +1,000	+15%	+$87.6K	0.03%	323
2023 Q1	$599K	Buy	+6,750	New	+$618K	0.03%	342

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Evergreen Capital Management increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 8.4% in Q2 2026, buying an estimated $429K and bringing the position to 43,428 shares worth $5.97M. The position accounts for 0.1% of the portfolio, ranked #183.

Evergreen Capital Management first reported a position in VIOO in Q1 2023 and has held it in 14 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Evergreen Capital Management held 43,428 shares of Vanguard S&P Small-Cap 600 ETF worth $5.97M as of Q2 2026.
Evergreen Capital Management bought 3,380 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $429K.
Vanguard S&P Small-Cap 600 ETF made up 0.1% of Evergreen Capital Management's portfolio in Q2 2026, its #183 holding.
Evergreen Capital Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2023 and has held it in 14 quarters since.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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