EVERGREEN CAPITAL MANAGEMENT LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1260824
Bellevue, WA
Position in VIG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$14,666,876
-$225,196 QoQ
Shares Held
68,199
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 86%
Shared 6%
None 8%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,666,876 | 68,199 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $14,892,072 | 67,759 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $14,908,283 | 69,087 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $13,967,294 | 68,243 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $12,943,400 | 66,722 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,359,718 | 68,221 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,608,900 | 68,711 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,142,130 | 66,514 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,215,513 | 66,894 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,367,554 | 66,711 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,898,353 | 70,140 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,867,216 | 66,904 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,393,210 | 67,484 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,103,795 | 66,538 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,001,667 | 88,796 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,977,420 | 97,424 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,127,947 | 99,457 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,055,304 | 70,191 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $10,921,420 | 71,103 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,981,112 | 70,942 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,351,784 | 70,382 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $9,853,524 | 69,799 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,092,016 | 70,667 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $10,069,863 | 85,935 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $9,031,426 | 87,353 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||