Evergreen Private Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Evergreen Private Wealth’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,216	Closed	-$89.3K	–	223
2025 Q3	$89.3K	Hold	1,216	–	–	0.04%	93
2025 Q2	$85.1K	Sell	1,216 -684	-36%	-$44.9K	0.04%	96
2025 Q1	$123K	Buy	1,900 +684	+56%	+$45.9K	0.06%	88
2024 Q4	$80.3K	Hold	1,216	–	–	0.04%	104
2024 Q3	$80.2K	Hold	1,216	–	–	0.04%	104
2024 Q2	$73.6K	Hold	1,216	–	–	0.04%	106
2024 Q1	$76K	Hold	1,216	–	–	0.04%	107
2023 Q4	$70.7K	Buy	+1,216	New	+$65K	0.04%	99

Other funds holding VO

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evergreen Private Wealth's VO Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 1,216 shares — an estimated $89.3K sold.

Evergreen Private Wealth first reported a position in VO in Q4 2023 and held it in 8 quarters. The position peaked at $123K in Q1 2025. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

Evergreen Private Wealth reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 1,216 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $89.3K.
Evergreen Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $123K in Q1 2025.
2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.