Evergreen Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.6M | Buy |
36,084
+399
| +1% | +$250K | 0.47% | 44 |
|
|
2025
Q4 | $22.4M | Sell |
35,685
-592
| -2% | -$368K | 0.5% | 42 |
|
|
2025
Q3 | $22.3M | Buy |
36,277
+1,239
| +4% | +$730K | 0.53% | 38 |
|
|
2025
Q2 | $20M | Buy |
35,038
+5,037
| +17% | +$2.65M | 0.6% | 34 |
|
|
2025
Q1 | $15.4M | Buy |
30,001
+4,712
| +19% | +$2.55M | 0.52% | 44 |
|
|
2024
Q4 | $13.6M | Sell |
25,289
-985
| -4% | -$534K | 0.44% | 57 |
|
|
2024
Q3 | $13.9M | Buy |
26,274
+659
| +3% | +$335K | 0.47% | 50 |
|
|
2024
Q2 | $12.9M | Buy |
25,615
+723
| +3% | +$348K | 0.47% | 52 |
|
|
2024
Q1 | $12M | Buy |
24,892
+1,922
| +8% | +$880K | 0.45% | 60 |
|
|
2023
Q4 | $10M | Sell |
22,970
-202
| -0.9% | -$82.7K | 0.41% | 72 |
|
|
2023
Q3 | $9.13M | Buy |
23,172
+1,430
| +7% | +$585K | 0.4% | 71 |
|
|
2023
Q2 | $8.86M | Buy |
21,742
+1,455
| +7% | +$561K | 0.37% | 77 |
|
|
2023
Q1 | $7.63M | Buy |
20,287
+771
| +4% | +$283K | 0.34% | 86 |
|
|
2022
Q4 | $6.86M | Buy |
19,516
+1,402
| +8% | +$495K | 0.32% | 88 |
|
|
2022
Q3 | $5.95M | Sell |
18,114
-6
| -0% | -$2.19K | 0.31% | 96 |
|
|
2022
Q2 | $6.29M | Sell |
18,120
-3,563
| -16% | -$1.34M | 0.33% | 90 |
|
|
2022
Q1 | $9M | Buy |
21,683
+456
| +2% | +$187K | 0.37% | 81 |
|
|
2021
Q4 | $9.27M | Buy |
21,227
+382
| +2% | +$161K | 0.37% | 76 |
|
|
2021
Q3 | $8.22M | Buy |
20,845
+2,369
| +13% | +$961K | 0.37% | 76 |
|
|
2021
Q2 | $7.27M | Sell |
18,476
-34
| -0.2% | -$13.1K | 0.35% | 75 |
|
|
2021
Q1 | $6.74M | Buy |
18,510
+2,876
| +18% | +$1.02M | 0.35% | 78 |
|
|
2020
Q4 | $5.37M | Sell |
15,634
-1,114
| -7% | -$363K | 0.31% | 86 |
|
|
2020
Q3 | $5.15M | Buy |
16,748
+661
| +4% | +$201K | 0.36% | 79 |
|
|
2020
Q2 | $4.56M | Buy |
16,087
+301
| +2% | +$81K | 0.35% | 76 |
|
|
2020
Q1 | $3.74M | Buy |
15,786
+841
| +6% | +$236K | 0.35% | 74 |
|
|
2019
Q4 | $4.42M | Sell |
14,945
-5,195
| -26% | -$1.47M | 0.37% | 66 |
|
|
2019
Q3 | $5.49M | Sell |
20,140
-204
| -1% | -$55.4K | 0.51% | 53 |
|
|
2019
Q2 | $5.48M | Buy |
20,344
+64
| +0.3% | +$16.9K | 0.52% | 52 |
|
|
2019
Q1 | $5.26M | Buy |
20,280
+10,595
| +109% | +$2.65M | 0.53% | 50 |
|
|
2018
Q4 | $2.23M | Sell |
9,685
-1,456
| -13% | -$361K | 0.23% | 102 |
|
|
2018
Q3 | $2.98M | Buy |
11,141
+575
| +5% | +$150K | 0.26% | 89 |
|
|
2018
Q2 | $2.64M | Buy |
10,566
+2,467
| +30% | +$612K | 0.25% | 86 |
|
|
2018
Q1 | $1.96M | Buy |
8,099
+278
| +4% | +$69.8K | 0.19% | 109 |
|
|
2017
Q4 | $1.92M | Buy |
+7,821
| New | +$1.87M | 0.19% | 107 |
|
Other funds holding VOO
VGA
AA
Evergreen Capital Management's VOO Position: Q1 2026 in Review
Evergreen Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q1 2026, buying an estimated $250K and bringing the position to 36,084 shares worth $21.6M. The position accounts for 0.47% of the portfolio, ranked #44.
Evergreen Capital Management first reported a position in VOO in Q4 2017 and has held it in 34 quarters since. The position peaked at $22.4M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Evergreen Capital Management held 36,084 shares of Vanguard S&P 500 ETF worth $21.6M as of Q1 2026.
- Evergreen Capital Management bought 399 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $250K.
- Vanguard S&P 500 ETF made up 0.47% of Evergreen Capital Management's portfolio in Q1 2026, its #44 holding.
- Evergreen Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
- Evergreen Capital Management's Vanguard S&P 500 ETF position peaked at $22.4M in Q4 2025.
- 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.