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Vanguard S&p 500 Etf idx shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Evergreen Wealth Solutions from 13F filings

Historical chart of Evergreen Wealth Solutions investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Evergreen Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $20M 34k 597.55

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Eafe (IEFA)
T Rowe Price Etf Cap Appreciation (TCAF)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Apple (AAPL)

View all positions for Evergreen Wealth Solutions

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Global Advisers
Vanguard Group
CalPERS
Raymond James Financial
Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jones Financial Companies, L.L
Envestnet Asset Management
Acorns Advisers
Natixis
Royal Bank of Canada
LPL Financial
Wells Fargo & Company
Mercer Global Advisors

View all funds holding Vanguard S&p 500 Etf idx