Evergreen Wealth Partners LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2101006
KALISPELL, MT
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$471,654
+$63,583 QoQ
Shares Held
1,556
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#254
of 353 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,654 | 1,556 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $408,071 | 1,558 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $400,596 | 1,553 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||