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Evergreen Wealth Management, LLC: VUG position timeline

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

Evergreen Wealth Management, LLC held 31,866 VUG 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 31,866 shares
    Change vs previous 13F +26,658 shares

    1.29% of the 13F portfolio, value $2,744,911.

    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 5,208 shares
    Change vs previous 13F -1 shares

    1.17% of the 13F portfolio, value $2,274,802.

    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 5,209 shares
    Change vs previous 13F -241 shares

    1.28% of the 13F portfolio, value $2,541,328.

    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 5,450 shares
    Change vs previous 13F +6 shares

    1.37% of the 13F portfolio, value $2,613,789.

    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 5,444 shares
    Change vs previous 13F -132 shares

    1.34% of the 13F portfolio, value $2,386,639.

    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 5,576 shares
    Change vs previous 13F -126 shares

    1.23% of the 13F portfolio, value $2,067,768.

    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 5,702 shares
    Change vs previous 13F -97 shares

    1.38% of the 13F portfolio, value $2,340,241.

    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 5,799 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $2,226,558.

    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).