Evergreen Capital Management LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Evergreen Capital Management LLC

$3.91 Billion
Q3 2025

A detailed history of Evergreen Capital Management LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Evergreen Capital Management LLC holds 118,959 shares of IVOO stock, worth $12.9 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

118,959

Previous 114,281 4.09%

Holding current value

$12.9 Million

Previous $12 Million 9.44%

% of portfolio

0.34%

Previous 0.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$105.03 - $112.54 $491,330 - $526,462	4,678 Added 4.09%	118,959 $13.1 Million
Q2 2025 Aug 14, 2025	BUY	$86.58 - $104.98 $593,159 - $719,217	6,851 Added 6.38%	114,281 $12 Million
Q1 2025 May 15, 2025	BUY	$96.85 - $111.39 $650,057 - $747,649	6,712 Added 6.66%	107,430 $10.6 Million
Q4 2024 Feb 13, 2025	BUY	$104.52 - $115.08 $3.33 Million - $3.67 Million	31,860 Added 46.27%	100,718 $10.6 Million
Q3 2024 Nov 14, 2024	BUY	$97.05 - $106.1 $2.03 Million - $2.22 Million	20,903 Added 43.59%	68,858 $7.27 Million

Q2 2024 Aug 14, 2024	BUY	$95.6 - $102.96 $4.58 Million - $4.94 Million	47,955 New	47,955 $4.75 Million

Others Institutions Holding IVOO

# of Institutions

309

Shares Held

13.9M

Call Options Held

Put Options Held

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

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Evergreen Capital Management LLC Vanguard S&P Mid Cap 400 ETF Transaction History