Evergreen Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.32M	Sell	4,523 -14	-0.3%	-$4.19K	0.52%	49
2026 Q2	$1.39M	Buy	4,537 +82	+2%	+$23.7K	0.65%	44
2026 Q1	$1.15M	Sell	4,455 -1	-0%	-$274	0.59%	43
2025 Q4	$1.24M	Sell	4,456 -229	-5%	-$65.5K	0.63%	41
2025 Q3	$1.38M	Buy	4,685 +6	+0.1%	+$1.73K	0.72%	37
2025 Q2	$1.33M	Sell	4,679 -114	-2%	-$29.4K	0.75%	39
2025 Q1	$1.17M	Sell	4,793 -116	-2%	-$30.2K	0.7%	42
2024 Q4	$1.25M	Buy	4,909 +6	+0.1%	+$1.54K	0.74%	43
2024 Q3	$1.19M	Sell	4,903 -579	-11%	-$135K	0.72%	44
2024 Q2	$1.26M	Hold	5,482	–	–	0.83%	41
2024 Q1	$1.29M	Hold	5,482	–	–	0.88%	40
2023 Q4	$1.2M	Sell	5,482 -820	-13%	-$164K	0.89%	40
2023 Q3	$1.23M	Sell	6,302 -120	-2%	-$24.5K	0.97%	40
2023 Q2	$1.29M	Sell	6,422 -11	-0.2%	-$2.13K	1.01%	36
2023 Q1	$1.22M	Sell	6,433 -4,193	-39%	-$803K	1.09%	35
2022 Q4	$1.1M	Buy	+10,626	New	+$1.93M	1.01%	37

Other funds holding VOT

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Evergreen Wealth Management's VOT Position: Q3 2026 in Review

Evergreen Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.31% in Q3 2026, selling an estimated $4.19K and leaving 4,523 shares worth $1.32M. The position accounts for 0.52% of the portfolio, ranked #49.

Evergreen Wealth Management first reported a position in VOT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.39M in Q2 2026. 989 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Evergreen Wealth Management held 4,523 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.32M as of Q3 2026.
Evergreen Wealth Management sold 14 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $4.19K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.52% of Evergreen Wealth Management's portfolio in Q3 2026, its #49 holding.
Evergreen Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
Evergreen Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.39M in Q2 2026.
989 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Evergreen Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.