Evergreen Wealth Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.69M	Buy	+23,572	New	+$1.75M	0.12%	120

Other funds holding VO

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Evergreen Wealth Solutions opened a new position in Vanguard Mid-Cap ETF (VO) in Q1 2026: 23,572 shares worth $1.69M. The stake represents 0.12% of the portfolio and ranks #120 among its holdings.

2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Evergreen Wealth Solutions held 23,572 shares of Vanguard Mid-Cap ETF worth $1.69M as of Q1 2026.
Vanguard Mid-Cap ETF was a new Evergreen Wealth Solutions position in Q1 2026.
Vanguard Mid-Cap ETF made up 0.12% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #120 holding.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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