Evergreen Capital Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$392K	Buy	2,691 +452	+20%	+$68.3K	0.01%	938
2025 Q4	$321K	Hold	2,239	–	–	0.01%	993
2025 Q3	$319K	Sell	2,239 -810	-27%	-$112K	0.01%	925
2025 Q2	$410K	Sell	3,049 -330	-10%	-$40.7K	0.01%	649
2025 Q1	$391K	Hold	3,379	–	–	0.01%	605
2024 Q4	$387K	Sell	3,379 -300	-8%	-$36K	0.01%	613
2024 Q3	$463K	Sell	3,679 -4,000	-52%	-$482K	0.02%	535
2024 Q2	$902K	Hold	7,679	–	–	0.03%	323
2024 Q1	$897K	Sell	7,679 -650	-8%	-$73.6K	0.03%	306
2023 Q4	$958K	Hold	8,329	–	–	0.04%	299
2023 Q3	$885K	Sell	8,329 -154	-2%	-$17.1K	0.04%	297
2023 Q2	$937K	Buy	8,483 +1,762	+26%	+$194K	0.04%	294
2023 Q1	$734K	Sell	6,721 -74	-1%	-$8.04K	0.03%	310
2022 Q4	$699K	Sell	6,795 -306	-4%	-$30.8K	0.03%	319
2022 Q3	$659K	Hold	7,101	–	–	0.03%	306
2022 Q2	$733K	Sell	7,101 -1,314	-16%	-$149K	0.04%	286
2022 Q1	$1.04M	Buy	8,415 +724	+9%	+$90.8K	0.04%	283
2021 Q4	$1.03M	Buy	7,691 +388	+5%	+$52.5K	0.04%	280
2021 Q3	$976K	Buy	7,303 +759	+12%	+$104K	0.04%	280
2021 Q2	$893K	Buy	6,544 +357	+6%	+$48.3K	0.04%	279
2021 Q1	$794K	Buy	6,187 +5	+0.1%	+$634	0.04%	270
2020 Q4	$753K	Buy	6,182 +16	+0.3%	+$1.81K	0.04%	248
2020 Q3	$649K	Sell	6,166 -983	-14%	-$102K	0.04%	237
2020 Q2	$691K	Buy	7,149 +4,364	+157%	+$390K	0.05%	218
2020 Q1	$218K	Hold	2,785	–	–	0.02%	319
2019 Q4	$309K	Hold	2,785	–	–	0.03%	342
2019 Q3	$284K	Hold	2,785	–	–	0.03%	316
2019 Q2	$293K	Hold	2,785	–	–	0.03%	318
2019 Q1	$290K	Hold	2,785	–	–	0.03%	292
2018 Q4	$264K	Buy	+2,785	New	+$282K	0.03%	295

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Evergreen Capital Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 20% in Q1 2026, buying an estimated $68.3K and bringing the position to 2,691 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #938.

Evergreen Capital Management first reported a position in VSS in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.04M in Q1 2022. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Evergreen Capital Management held 2,691 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $392K as of Q1 2026.
Evergreen Capital Management bought 452 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $68.3K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #938 holding.
Evergreen Capital Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2018 and has held it in 30 quarters since.
Evergreen Capital Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.04M in Q1 2022.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

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