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 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

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Evergreen Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.8% in Q2 2026, buying an estimated $23.7K and bringing the position to 4,537 shares worth $1.39M. The position accounts for 0.65% of the portfolio, ranked #44.

Evergreen Wealth Management first reported a position in VOT in Q4 2022 and has held it in 15 quarters since. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Evergreen Wealth Management held 4,537 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.39M as of Q2 2026.
Evergreen Wealth Management bought 82 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $23.7K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.65% of Evergreen Wealth Management's portfolio in Q2 2026, its #44 holding.
Evergreen Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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