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Evergreen Wealth Solutions’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Evergreen Wealth Solutions’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.62M Sell
12,228
-346
-3% -$43K 0.08% 152
2026
Q1 		$1.44M Buy
+12,574
New +$1.48M 0.1% 133

Other funds holding IVOO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SILC
Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evergreen Wealth Solutions's IVOO Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 2.8% in Q2 2026, selling an estimated $43K and leaving 12,228 shares worth $1.62M. The position accounts for 0.08% of the portfolio, ranked #152.

Evergreen Wealth Solutions first reported a position in IVOO in Q1 2026 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Evergreen Wealth Solutions held 12,228 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.62M as of Q2 2026.
  • Evergreen Wealth Solutions sold 346 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $43K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.08% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #152 holding.
  • Evergreen Wealth Solutions first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2026 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.