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

Evergreen Wealth Management’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
2026
Q2 		$4.24M Buy
+52,579
New +$4.08M 1.99% 17

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Evergreen Wealth Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 52,579 shares worth $4.24M. The stake represents 1.99% of the portfolio and ranks #17 among its holdings.

1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Evergreen Wealth Management held 52,579 shares of Vanguard Morningstar Mid-Cap ETF worth $4.24M as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Evergreen Wealth Management position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 1.99% of Evergreen Wealth Management's portfolio in Q2 2026, its #17 holding.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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