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Evergreen Wealth Solutions’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Evergreen Wealth Solutions’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.29M Buy
23,786
+17,883
+303% +$1M 0.09% 139
2025
Q4 		$317K Buy
+5,903
New +$321K 0.04% 162

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Evergreen Wealth Solutions increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 303% in Q1 2026, buying an estimated $1M and bringing the position to 23,786 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #139.

Evergreen Wealth Solutions first reported a position in VWO in Q4 2025 and has held it in 2 quarters since. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Evergreen Wealth Solutions held 23,786 shares of Vanguard FTSE Emerging Markets ETF worth $1.29M as of Q1 2026.
  • Evergreen Wealth Solutions bought 17,883 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $1M.
  • Vanguard FTSE Emerging Markets ETF made up 0.09% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #139 holding.
  • Evergreen Wealth Solutions first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

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