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Evergreen Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Evergreen Private Wealth’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-190
Closed -$97.8K – 293
2025
Q1 		$97.8K Buy
+190
New +$103K 0.05% 96

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Evergreen Private Wealth's VOO Position: Q2 2025 in Review

Evergreen Private Wealth sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 190 shares — an estimated $97.8K sold.

Evergreen Private Wealth first reported a position in VOO in Q1 2025 and held it in 1 quarter. The position peaked at $97.8K in Q1 2025. 3,384 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Evergreen Private Wealth reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 190 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $97.8K.
  • Evergreen Private Wealth first reported a position in Vanguard S&P 500 ETF in Q1 2025 and held it in 1 quarter.
  • Evergreen Private Wealth's Vanguard S&P 500 ETF position peaked at $97.8K in Q1 2025.
  • 3,384 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Evergreen Private Wealth's 13F filing for Q2 2025, filed 16 Jul 2025.