Evergreen Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.51M	Buy	7,627 +178	+2%	+$34.4K	0.71%	41
2026 Q1	$1.37M	Buy	7,449 +4	+0.1%	+$747	0.71%	41
2025 Q4	$1.32M	Sell	7,445 -405	-5%	-$70.9K	0.67%	39
2025 Q3	$1.37M	Buy	7,850 +16	+0.2%	+$2.72K	0.72%	38
2025 Q2	$1.29M	Sell	7,834 -193	-2%	-$30.6K	0.72%	40
2025 Q1	$1.29M	Sell	8,027 -82	-1%	-$13.4K	0.77%	40
2024 Q4	$1.31M	Buy	8,109 +32	+0.4%	+$5.4K	0.78%	40
2024 Q3	$1.35M	Sell	8,077 -1,997	-20%	-$317K	0.81%	40
2024 Q2	$1.52M	Hold	10,074	–	–	1%	33
2024 Q1	$1.57M	Hold	10,074	–	–	1.06%	35
2023 Q4	$1.46M	Sell	10,074 -1,709	-15%	-$230K	1.07%	34
2023 Q3	$1.54M	Sell	11,783 -213	-2%	-$29.5K	1.22%	31
2023 Q2	$1.59M	Buy	11,996 +13	+0.1%	+$1.73K	1.24%	29
2023 Q1	$1.78M	Buy	11,983 +1,510	+14%	+$209K	1.58%	25
2022 Q4	$1.53M	Buy	+10,473	New	+$1.4M	1.41%	27

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Evergreen Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.4% in Q2 2026, buying an estimated $34.4K and bringing the position to 7,627 shares worth $1.51M. The position accounts for 0.71% of the portfolio, ranked #41.

Evergreen Wealth Management first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.78M in Q1 2023. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Evergreen Wealth Management held 7,627 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.51M as of Q2 2026.
Evergreen Wealth Management bought 178 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $34.4K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.71% of Evergreen Wealth Management's portfolio in Q2 2026, its #41 holding.
Evergreen Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Evergreen Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.78M in Q1 2023.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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