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Evergreen Wealth Solutions’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Evergreen Wealth Solutions’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 		$2.96M Sell
9,451
-5,215
-36% -$1.5M 0.15% 103
2026
Q1 		$3.77M Buy
+14,666
New +$4.02M 0.27% 73

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Evergreen Wealth Solutions reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 36% in Q2 2026, selling an estimated $1.5M and leaving 9,451 shares worth $2.96M. The position accounts for 0.15% of the portfolio, ranked #103.

Evergreen Wealth Solutions first reported a position in VOT in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.77M in Q1 2026. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Evergreen Wealth Solutions held 9,451 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.96M as of Q2 2026.
  • Evergreen Wealth Solutions sold 5,215 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.5M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.15% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #103 holding.
  • Evergreen Wealth Solutions first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • Evergreen Wealth Solutions's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.77M in Q1 2026.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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