Evergreen Wealth Solutions’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Evergreen Wealth Solutions’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.82M	Buy	+9,327	New	+$2.93M	0.2%	90

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Evergreen Wealth Solutions's VBK Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q1 2026: 9,327 shares worth $2.82M. The stake represents 0.2% of the portfolio and ranks #90 among its holdings.

1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Evergreen Wealth Solutions held 9,327 shares of Vanguard Small-Cap Growth ETF worth $2.82M as of Q1 2026.
Vanguard Small-Cap Growth ETF was a new Evergreen Wealth Solutions position in Q1 2026.
Vanguard Small-Cap Growth ETF made up 0.2% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #90 holding.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.