Evergreen Capital Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$390K	Sell	5,742 -600	-9%	-$43.4K	0.01%	943
2025 Q4	$470K	Hold	6,342	–	–	0.01%	784
2025 Q3	$460K	Hold	6,342	–	–	0.01%	707
2025 Q2	$419K	Hold	6,342	–	–	0.01%	640
2025 Q1	$354K	Hold	6,342	–	–	0.01%	664
2024 Q4	$387K	Hold	6,342	–	–	0.01%	612
2024 Q3	$366K	Hold	6,342	–	–	0.01%	633
2024 Q2	$353K	Buy	6,342 +600	+10%	+$31.1K	0.01%	594
2024 Q1	$292K	Hold	5,742	–	–	0.01%	643
2023 Q4	$259K	Hold	5,742	–	–	0.01%	663
2023 Q3	$237K	Hold	5,742	–	–	0.01%	647
2023 Q2	$244K	Hold	5,742	–	–	0.01%	643
2023 Q1	$221K	Hold	5,742	–	–	0.01%	624
2022 Q4	$202K	Hold	5,742	–	–	0.01%	616
2022 Q3	$200K	Hold	5,742	–	–	0.01%	570
2022 Q2	$208K	Hold	5,742	–	–	0.01%	518
2022 Q1	$264K	Hold	5,742	–	–	0.01%	522
2021 Q4	$289K	Hold	5,742	–	–	0.01%	489
2021 Q3	$255K	Hold	5,742	–	–	0.01%	482
2021 Q2	$251K	Hold	5,742	–	–	0.01%	458
2021 Q1	$225K	Hold	5,742	–	–	0.01%	458
2020 Q4	$220K	Buy	+5,742	New	+$209K	0.01%	405

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Evergreen Capital Management reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 9.5% in Q1 2026, selling an estimated $43.4K and leaving 5,742 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #943.

Evergreen Capital Management first reported a position in VOOG in Q4 2020 and has held it in 22 quarters since. The position peaked at $470K in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Evergreen Capital Management held 5,742 shares of Vanguard S&P 500 Growth ETF worth $390K as of Q1 2026.
Evergreen Capital Management sold 600 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $43.4K.
Vanguard S&P 500 Growth ETF made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #943 holding.
Evergreen Capital Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
Evergreen Capital Management's Vanguard S&P 500 Growth ETF position peaked at $470K in Q4 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

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