Evergreen Capital Management’s Vanguard Extended Market ETF VXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,153	Closed	-$241K	–	1620
2025 Q4	$241K	Buy	1,153 +26	+2%	+$5.46K	0.01%	1188
2025 Q3	$236K	Hold	1,127	–	–	0.01%	1136
2025 Q2	$217K	Buy	+1,127	New	+$200K	0.01%	988
2025 Q1	–	Sell	-1,127	Closed	-$214K	–	1184
2024 Q4	$214K	Buy	+1,127	New	+$217K	0.01%	947

Other funds holding VXF

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Evergreen Capital Management sold out of Vanguard Extended Market ETF (VXF) in Q1 2026, closing a stake of 1,153 shares — an estimated $241K sold.

Evergreen Capital Management first reported a position in VXF in Q4 2024 and held it in 4 quarters. The position peaked at $241K in Q4 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Evergreen Capital Management reported no remaining Vanguard Extended Market ETF position as of Q1 2026 after selling out during the quarter.
Evergreen Capital Management sold 1,153 Vanguard Extended Market ETF shares in Q1 2026, an estimated $241K.
Evergreen Capital Management first reported a position in Vanguard Extended Market ETF in Q4 2024 and held it in 4 quarters.
Evergreen Capital Management's Vanguard Extended Market ETF position peaked at $241K in Q4 2025.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

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