Evergreen Capital Management’s Vanguard Morningstar 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 Q2	$1.48M	Hold	18,388	–	–	0.03%	401
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

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

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

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

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

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

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

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Evergreen Capital Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 18,388 shares worth $1.48M. The position accounts for 0.03% of the portfolio, ranked #401.

Evergreen Capital Management first reported a position in VO in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.87M in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Evergreen Capital Management held 18,388 shares of Vanguard Morningstar Mid-Cap ETF worth $1.48M as of Q2 2026.
Evergreen Capital Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Evergreen Capital Management's portfolio in Q2 2026, its #401 holding.
Evergreen Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
Evergreen Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.87M in Q3 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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