Evergreen Advisors, LLC

Position in VEU — Vanguard FTSE All-World Ex-US ETF

CIK 1762294 CHATTANOOGA, TN

Position in VEU

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$738,308

+$16,244 QoQ

Shares Held

9,831

+0.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

5.60%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$738,308	9,831	+0.2%	Shares	Sole	2026-05-05
2025-12-31	$722,064	9,816	-0.8%	Shares	Sole	2026-02-05
2025-06-30	$665,410	9,899	+0.7%	Shares	Sole	2025-08-04
2025-03-31	$596,287	9,830	+13.9%	Shares	Sole	2025-05-07
2024-12-31	$495,390	8,629	+1.6%	Shares	Sole	2025-02-05
2024-09-30	$534,870	8,490	+0.4%	Shares	Sole	2024-11-08
2024-06-30	$495,918	8,457	+0.8%	Shares	Sole	2024-08-08
2024-03-31	$492,132	8,391	+0.4%	Shares	Sole	2024-05-03
2023-12-31	$469,330	8,360	+1.5%	Shares	Sole	2024-02-07
2023-09-30	$427,149	8,235	+0.6%	Shares	Sole	2023-11-03
2023-06-30	$445,563	8,189	+1.1%	Shares	Sole	2023-07-31
2023-03-31	$432,946	8,097	+0.2%	Shares	Sole	2023-05-05
2022-12-31	$405,081	8,079	+1.2%	Shares	Sole	2023-02-02
2022-09-30	$354,037	7,981	+0.6%	Shares	Sole	2022-11-01
2022-06-30	$396,432	7,935	-3.5%	Shares	Sole	2022-07-29
2022-03-31	$473,735	8,226	+9.8%	Shares	Sole	2022-05-05
2021-12-31	$459,232	7,494	-29.4%	Shares	Sole	2022-02-03
2021-09-30	$647,212	10,617	+1.0%	Shares	Sole	2021-11-03
2021-06-30	$666,609	10,516	0.0%	Shares	Sole	2021-07-14
2021-03-31	$638,110	10,516	+0.2%	Shares	Sole	2021-05-10
2020-12-31	$612,546	10,496	-4.8%	Shares	Sole	2021-01-21
2020-09-30	$556,312	11,027	-2.0%	Shares	Sole	2020-11-02
2020-06-30	$535,755	11,253	+30.7%	Shares	Sole	2020-07-17
2020-03-31	$353,059	8,607	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.