Evergreen Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Evergreen Wealth Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.14M	Buy	+13,673	New	+$3.92M	1.94%	18
2024 Q3	–	Sell	-1,739	Closed	-$379K	–	59
2024 Q2	$379K	Hold	1,739	–	–	0.25%	55
2024 Q1	$398K	Hold	1,739	–	–	0.27%	54
2023 Q4	$371K	Sell	1,739 -20	-1%	-$3.85K	0.27%	54
2023 Q3	$333K	Sell	1,759 -1,035	-37%	-$206K	0.26%	55
2023 Q2	$556K	Sell	2,794 -71	-2%	-$13.4K	0.44%	50
2023 Q1	$543K	Buy	2,865 +261	+10%	+$50.6K	0.48%	48
2022 Q4	$478K	Buy	+2,604	New	+$483K	0.44%	51

Other funds holding VB

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Evergreen Wealth Management's VB Position: Q2 2026 in Review

Evergreen Wealth Management opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 13,673 shares worth $4.14M. The stake represents 1.94% of the portfolio and ranks #18 among its holdings. This is a return to the name: Evergreen Wealth Management previously reported a position in VB as recently as Q2 2024.

Evergreen Wealth Management first reported a position in VB in Q4 2022 and has held it in 8 quarters since. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Evergreen Wealth Management held 13,673 shares of Vanguard Morningstar Small-Cap ETF worth $4.14M as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Evergreen Wealth Management position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 1.94% of Evergreen Wealth Management's portfolio in Q2 2026, its #18 holding.
Evergreen Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 8 quarters since.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.