Evergreen Advisors, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1762294 CHATTANOOGA, TN

Position in VIG

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

Position Value

$1,482,838

+$207,235 QoQ

Shares Held

6,895

+18.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

11.25%

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	$1,482,838	6,895	+18.8%	Shares	Sole	2026-05-05
2025-12-31	$1,275,603	5,804	+2.3%	Shares	Sole	2026-02-05
2025-06-30	$1,161,092	5,673	-0.0%	Shares	Sole	2025-08-04
2025-03-31	$1,100,699	5,674	+0.5%	Shares	Sole	2025-05-07
2024-12-31	$1,106,047	5,648	+0.8%	Shares	Sole	2025-02-05
2024-09-30	$1,109,928	5,604	+0.5%	Shares	Sole	2024-11-08
2024-06-30	$1,018,263	5,578	-8.7%	Shares	Sole	2024-08-08
2024-03-31	$1,115,929	6,111	+0.4%	Shares	Sole	2024-05-03
2023-12-31	$1,037,054	6,086	-0.1%	Shares	Sole	2024-02-07
2023-09-30	$946,419	6,091	+0.5%	Shares	Sole	2023-11-03
2023-06-30	$984,813	6,063	0.0%	Shares	Sole	2023-07-31
2023-03-31	$933,762	6,063	+0.5%	Shares	Sole	2023-05-05
2022-12-31	$916,414	6,035	-22.0%	Shares	Sole	2023-02-02
2022-09-30	$1,045,462	7,735	+0.5%	Shares	Sole	2022-11-01
2022-06-30	$1,104,288	7,697	+5.3%	Shares	Sole	2022-07-29
2022-03-31	$1,185,389	7,310	-0.2%	Shares	Sole	2022-05-05
2021-12-31	$1,257,897	7,324	-2.6%	Shares	Sole	2022-02-03
2021-09-30	$1,154,764	7,518	+4.1%	Shares	Sole	2021-11-03
2021-06-30	$1,117,429	7,219	0.0%	Shares	Sole	2021-07-14
2021-03-31	$1,061,770	7,219	-0.9%	Shares	Sole	2021-05-10
2020-12-31	$1,028,705	7,287	-1.3%	Shares	Sole	2021-01-21
2020-09-30	$949,510	7,380	+0.5%	Shares	Sole	2020-11-02
2020-06-30	$860,452	7,343	+0.5%	Shares	Sole	2020-07-17
2020-03-31	$755,677	7,309	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.