Evergreen Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$574K	Hold	1,874	–	–	0.01%	830
2026 Q1	$482K	Hold	1,874	–	–	0.01%	815
2025 Q4	$523K	Buy	1,874 +600	+47%	+$172K	0.01%	719
2025 Q3	$375K	Hold	1,274	–	–	0.01%	817
2025 Q2	$363K	Hold	1,274	–	–	0.01%	715
2025 Q1	$312K	Hold	1,274	–	–	0.01%	732
2024 Q4	$323K	Hold	1,274	–	–	0.01%	699
2024 Q3	$310K	Hold	1,274	–	–	0.01%	693
2024 Q2	$293K	Hold	1,274	–	–	0.01%	669
2024 Q1	$300K	Hold	1,274	–	–	0.01%	630
2023 Q4	$280K	Sell	1,274 -21	-2%	-$4.2K	0.01%	624
2023 Q3	$252K	Buy	1,295 +35	+3%	+$7.15K	0.01%	623
2023 Q2	$259K	Buy	+1,260	New	+$244K	0.01%	616

Other funds holding VOT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

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

Evergreen Capital Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,874 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #830.

Evergreen Capital Management first reported a position in VOT in Q2 2023 and has held it in 13 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Evergreen Capital Management held 1,874 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $574K as of Q2 2026.
Evergreen Capital Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #830 holding.
Evergreen Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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