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Evergreen Advisors, LLC: VTI position timeline

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

Evergreen Advisors, LLC held 2,670 VTI 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 2,670 shares
    Change vs previous 13F +7 shares

    0.21% of the 13F portfolio, value $988,077.

    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 2,663 shares
    Change vs previous 13F -36 shares

    0.2% of the 13F portfolio, value $854,288.

    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 2,699 shares
    Change vs previous 13F -1,189 shares

    0.22% of the 13F portfolio, value $904,852.

    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 3,888 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,181,570.

    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 3,888 shares
    Change vs previous 13F +14 shares

    0.3% of the 13F portfolio, value $1,068,479.

    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 3,874 shares
    Change vs previous 13F +24 shares

    0.31% of the 13F portfolio, value $1,122,624.

    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 3,850 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,090,059.

    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).