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Evergreen Capital Management’s Vanguard 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
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 $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Evergreen Capital Management increased its Vanguard Large-Cap ETF (VV) stake by 0.73% in Q1 2026, buying an estimated $7.51K and bringing the position to 3,321 shares worth $992K. The position accounts for 0.02% of the portfolio, ranked #490.

Evergreen Capital Management first reported a position in VV in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.05M in Q3 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Evergreen Capital Management held 3,321 shares of Vanguard Large-Cap ETF worth $992K as of Q1 2026.
  • Evergreen Capital Management bought 24 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $7.51K.
  • Vanguard Large-Cap ETF made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #490 holding.
  • Evergreen Capital Management first reported a position in Vanguard Large-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Evergreen Capital Management's Vanguard Large-Cap ETF position peaked at $1.05M in Q3 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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