Evergreen Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1965292
Williamston, MI
Position in VIG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$14,555,045
+$45,609 QoQ
Shares Held
67,679
+2.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,555,045 | 67,679 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $14,509,436 | 66,018 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $13,375,743 | 61,985 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $12,519,254 | 61,168 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $12,017,292 | 61,948 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,581,478 | 54,034 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $10,794,666 | 54,502 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $8,230,996 | 45,089 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $8,233,702 | 45,089 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,683,165 | 45,089 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,941,756 | 44,676 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,206,044 | 44,364 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $6,240,331 | 40,519 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,248,692 | 319,572 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||