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Evergreen Capital Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Evergreen Capital Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Sell
3,297
-24
-0.7% -$8.01K 0.02% 494
2026
Q1 		$992K Buy
3,321
+24
+0.7% +$7.51K 0.02% 490
2025
Q4 		$1.04M Sell
3,297
-100
-3% -$31.2K 0.02% 461
2025
Q3 		$1.05M Hold
3,397
– – 0.02% 388
2025
Q2 		$972K Hold
3,397
– – 0.03% 368
2025
Q1 		$873K Sell
3,397
-171
-5% -$46.3K 0.03% 355
2024
Q4 		$962K Sell
3,568
-134
-4% -$36.3K 0.03% 340
2024
Q3 		$978K Buy
3,702
+155
+4% +$39.3K 0.03% 330
2024
Q2 		$888K Hold
3,547
– – 0.03% 326
2024
Q1 		$850K Buy
3,547
+1
+0% +$229 0.03% 318
2023
Q4 		$774K Buy
3,546
+1
+0% +$204 0.03% 320
2023
Q3 		$694K Buy
3,545
+345
+11% +$70.3K 0.03% 329
2023
Q2 		$649K Buy
3,200
+1
+0% +$192 0.03% 345
2023
Q1 		$598K Hold
3,199
– – 0.03% 344
2022
Q4 		$557K Buy
3,199
+412
+15% +$72.3K 0.03% 355
2022
Q3 		$456K Buy
2,787
+1
+0% +$182 0.02% 352
2022
Q2 		$480K Buy
2,786
+1
+0% +$188 0.02% 339
2022
Q1 		$581K Buy
2,785
+354
+15% +$72.7K 0.02% 349
2021
Q4 		$537K Buy
2,431
+1
+0% +$214 0.02% 363
2021
Q3 		$488K Buy
2,430
+163
+7% +$33.7K 0.02% 355
2021
Q2 		$455K Buy
+2,267
New +$442K 0.02% 353

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Evergreen Capital Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.72% in Q2 2026, selling an estimated $8.01K and leaving 3,297 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #494.

Evergreen Capital Management first reported a position in VV in Q2 2021 and has held it in 21 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Evergreen Capital Management held 3,297 shares of Vanguard Morningstar Large-Cap ETF worth $1.13M as of Q2 2026.
  • Evergreen Capital Management sold 24 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $8.01K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #494 holding.
  • Evergreen Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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