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Evergreen Wealth Management, LLC: VTI position timeline

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

Evergreen Wealth Management, LLC held 24,621 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,621 shares
    Change vs previous 13F -3,754 shares

    4.27% of the 13F portfolio, value $9,110,805.

    13F-HR 0002085853-26-000919 filed by Evergreen Wealth Management, 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 28,375 shares
    Change vs previous 13F -3,119 shares

    4.7% of the 13F portfolio, value $9,103,109.

    13F-HR 0002085853-26-000553 filed by Evergreen Wealth Management, 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 31,494 shares
    Change vs previous 13F -6,557 shares

    5.32% of the 13F portfolio, value $10,558,995.

    13F-HR 0002085853-26-000211 filed by Evergreen Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 38,051 shares
    Change vs previous 13F +485 shares

    6.55% of the 13F portfolio, value $12,487,088.

    13F-HR 0002085853-25-000212 filed by Evergreen Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 37,566 shares
    Change vs previous 13F -3,627 shares

    6.4% of the 13F portfolio, value $11,417,580.

    13F-HR 0001667731-25-001042 filed by Evergreen Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 41,193 shares
    Change vs previous 13F +5,434 shares

    6.76% of the 13F portfolio, value $11,321,599.

    13F-HR 0001667731-25-000590 filed by Evergreen Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 35,759 shares
    Change vs previous 13F +5,981 shares

    6.12% of the 13F portfolio, value $10,363,233.

    13F-HR 0001667731-25-000193 filed by Evergreen Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 29,778 shares
    Change vs previous 13F not available

    5.07% of the 13F portfolio, value $8,431,960.

    13F-HR 0001965292-24-000004 filed by Evergreen Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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