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EVERMAY WEALTH MANAGEMENT LLC: VGIT position timeline

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

EVERMAY WEALTH MANAGEMENT LLC held 93,651 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,651 shares
    Change vs previous 13F +76,435 shares

    0.57% of the 13F portfolio, value $5,523,536.

    13F-HR 0001066816-26-000005 filed by EVERMAY 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 17,216 shares
    Change vs previous 13F +11,027 shares

    0.11% of the 13F portfolio, value $1,025,213.

    13F-HR 0001066816-26-000003 filed by EVERMAY 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 6,189 shares
    Change vs previous 13F +6,088 shares

    0.04% of the 13F portfolio, value $370,907.

    13F-HR 0001066816-26-000001 filed by EVERMAY 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 101 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,064.

    13F-HR 0001066816-25-000009 filed by EVERMAY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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