Evergreen Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.32M	Sell	18,388 -7,072	-28%	-$525K	0.03%	412
2025 Q4	$1.85M	Buy	25,460 +148	+0.6%	+$10.8K	0.04%	325
2025 Q3	$1.87M	Hold	25,312	–	–	0.04%	299
2025 Q2	$1.78M	Hold	25,312	–	–	0.05%	281
2025 Q1	$1.64M	Hold	25,312	–	–	0.05%	274
2024 Q4	$1.67M	Sell	25,312 -76	-0.3%	-$5.16K	0.05%	278
2024 Q3	$1.67M	Buy	25,388 +6,248	+33%	+$392K	0.06%	276
2024 Q2	$1.16M	Hold	19,140	–	–	0.04%	291
2024 Q1	$1.2M	Hold	19,140	–	–	0.05%	279
2023 Q4	$1.11M	Sell	19,140 -560	-3%	-$29.9K	0.05%	280
2023 Q3	$1.03M	Buy	19,700 +164	+0.8%	+$8.99K	0.04%	283
2023 Q2	$1.08M	Buy	19,536 +6,556	+51%	+$344K	0.04%	281
2023 Q1	$684K	Sell	12,980 -756	-6%	-$40.2K	0.03%	321
2022 Q4	$700K	Hold	13,736	–	–	0.03%	317
2022 Q3	$646K	Sell	13,736 -172	-1%	-$8.99K	0.03%	308
2022 Q2	$685K	Buy	13,908 +172	+1%	+$9.29K	0.04%	293
2022 Q1	$817K	Hold	13,736	–	–	0.03%	305
2021 Q4	$875K	Hold	13,736	–	–	0.04%	302
2021 Q3	$813K	Buy	13,736 +10,132	+281%	+$612K	0.04%	303
2021 Q2	$214K	Buy	+3,604	New	+$209K	0.01%	492

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Evergreen Capital Management's VO Position: Q1 2026 in Review

Evergreen Capital Management reduced its Vanguard Mid-Cap ETF (VO) stake by 28% in Q1 2026, selling an estimated $525K and leaving 18,388 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #412.

Evergreen Capital Management first reported a position in VO in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.87M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Evergreen Capital Management held 18,388 shares of Vanguard Mid-Cap ETF worth $1.32M as of Q1 2026.
Evergreen Capital Management sold 7,072 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $525K.
Vanguard Mid-Cap ETF made up 0.03% of Evergreen Capital Management's portfolio in Q1 2026, its #412 holding.
Evergreen Capital Management first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and has held it in 20 quarters since.
Evergreen Capital Management's Vanguard Mid-Cap ETF position peaked at $1.87M in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.