Evergreen Wealth Solutions’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$385K	Buy	+2,772	New	+$352K	0.02%	374

Other funds holding VIOO

OWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Evergreen Wealth Solutions opened a new position in Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2026: 2,772 shares worth $385K. The stake represents 0.02% of the portfolio and ranks #374 among its holdings.

406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Evergreen Wealth Solutions held 2,772 shares of Vanguard S&P Small-Cap 600 ETF worth $385K as of Q2 2026.
Vanguard S&P Small-Cap 600 ETF was a new Evergreen Wealth Solutions position in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #374 holding.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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