Evergreen Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1762294
CHATTANOOGA, TN
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$235,204
+$4,339 QoQ
Shares Held
898
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $235,204 | 898 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $230,865 | 895 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $209,964 | 886 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $211,206 | 879 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $207,084 | 873 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $201,159 | 880 | Shares | Sole | 2024-05-03 | |
| 2021-09-30 | $341,781 | 1,563 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $368,558 | 1,636 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $350,234 | 1,636 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $317,912 | 1,633 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $235,467 | 1,531 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $222,805 | 1,529 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||