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Evergreen Advisors, LLC: VGIT position timeline

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

Evergreen Advisors, LLC held 601,308 VGIT 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 601,308 shares
    Change vs previous 13F +20,778 shares

    7.57% of the 13F portfolio, value $35,465,161.

    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 580,530 shares
    Change vs previous 13F +21,012 shares

    8.12% of the 13F portfolio, value $34,570,540.

    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 559,518 shares
    Change vs previous 13F +16,486 shares

    8.18% of the 13F portfolio, value $33,531,899.

    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 543,032 shares
    Change vs previous 13F -9,175 shares

    8.6% of the 13F portfolio, value $32,478,745.

    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 552,207 shares
    Change vs previous 13F +1,206 shares

    9.11% of the 13F portfolio, value $32,801,076.

    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 551,001 shares
    Change vs previous 13F +85,180 shares

    8.74% of the 13F portfolio, value $31,958,031.

    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 465,821 shares
    Change vs previous 13F not available

    7.77% of the 13F portfolio, value $28,144,905.

    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).