EVERGREEN CAPITAL MANAGEMENT LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1260824
Bellevue, WA
Position in VB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$10,146,780
+$103,755 QoQ
Shares Held
38,740
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,146,780 | 38,740 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,043,025 | 38,934 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $9,816,225 | 38,604 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $9,008,557 | 38,014 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,252,869 | 37,217 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,062,640 | 37,717 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,245,971 | 38,978 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,281,159 | 37,980 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,159,977 | 35,697 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,670,615 | 31,269 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,280,338 | 33,217 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,415,973 | 27,231 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,907,708 | 25,890 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,627,043 | 25,210 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,417,510 | 25,847 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,755,850 | 27,005 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,828,692 | 32,132 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,024,390 | 31,080 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $6,179,614 | 28,260 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,481,738 | 24,333 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,255,910 | 19,880 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,803,976 | 14,403 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,557,994 | 10,130 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,757,820 | 12,063 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,375,583 | 11,916 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||