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Evergreen Advisors, LLC: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evergreen Advisors, LLC on VCIT, newest first. How the timeline and the estimate are built.

Evergreen Advisors, LLC held 637,756 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 637,756 shares
    Change vs previous 13F +22,846 shares

    11.25% of the 13F portfolio, value $52,710,512.

    13F-HR 0001762294-26-000004 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 614,910 shares
    Change vs previous 13F +31,192 shares

    11.95% of the 13F portfolio, value $50,883,772.

    13F-HR 0001762294-26-000003 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 583,718 shares
    Change vs previous 13F +19,169 shares

    11.92% of the 13F portfolio, value $48,886,384.

    13F-HR 0001762294-26-000001 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 564,549 shares
    Change vs previous 13F -7,175 shares

    12.4% of the 13F portfolio, value $46,812,382.

    13F-HR 0001762294-25-000005 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 571,724 shares
    Change vs previous 13F +14,301 shares

    12.98% of the 13F portfolio, value $46,744,186.

    13F-HR 0001483467-25-000005 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 557,423 shares
    Change vs previous 13F +56,183 shares

    12.23% of the 13F portfolio, value $44,744,369.

    13F-HR 0001762294-25-000002 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 501,240 shares
    Change vs previous 13F not available

    11.59% of the 13F portfolio, value $41,978,850.

    13F-HR 0001762294-24-000003 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).