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Vanguard Mid-Cap Growth ETF shares owned by Evergreen Wealth Management

Quarter-by-quarter ownership of Vanguard Mid-Cap Growth ETF (VOT) shares owned by Evergreen Wealth Management from 13F filings

Historical chart of Evergreen Wealth Management investment in Vanguard Mid-Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap Growth ETF held by Evergreen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap Growth ETF by Evergreen Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 5.5k 219.58
2023-09-30 $1.2M 6.3k 194.75
2023-06-30 $1.3M 6.4k 200.59
2023-03-31 $1.2M 6.4k 190.38
2022-12-31 $292k 11k 27.49

More positions owned by Evergreen Wealth Management

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Markel Corporation (MKL)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Long Term Bond (BLV)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Broadcom (AVGO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
PIMCO Corporate Opportunity Fund (PTY)

View all positions for Evergreen Wealth Management

Top funds holding Vanguard Mid-Cap Growth ETF

Assetmark
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
UBS Group
Truepoint
Tiaa Trust, National Association
Advisor Group Holdings
Stifel Financial
Rockefeller Capital Management
EP Wealth Advisors
Stephens Group Asset Management
Orgel Wealth Management
Commonwealth Equity Services
Royal Bank of Canada

View all funds holding Vanguard Mid-Cap Growth ETF