Evergreen Wealth Solutions’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.23M	Buy	+45,047	New	+$6.48M	0.44%	46

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Evergreen Wealth Solutions opened a new position in Vanguard Total World Stock ETF (VT) in Q1 2026: 45,047 shares worth $6.23M. The stake represents 0.44% of the portfolio and ranks #46 among its holdings.

1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Evergreen Wealth Solutions held 45,047 shares of Vanguard Total World Stock ETF worth $6.23M as of Q1 2026.
Vanguard Total World Stock ETF was a new Evergreen Wealth Solutions position in Q1 2026.
Vanguard Total World Stock ETF made up 0.44% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #46 holding.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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