Ownership history in Evergreen Advisors, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Evergreen Advisors, LLC reported a position in VANGUARD INDEX FDS (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 895 | +9 | +1.0% | 0.06% | $231K | $257.95 |
| 2025 Q2 | ADDED | 886 | +7 | +0.8% | 0.06% | $210K | $235.40 |
| 2024 Q4 | ADDED | 879 | +6 | +0.7% | 0.06% | $211K | $236.92 |
| 2024 Q3 | REDUCED | 873 | -7 | -0.8% | 0.06% | $207K | $233.03 |
| 2024 Q1 | REDUCED | 880 | -683 | -43.7% | 0.06% | $201K | $223.02 |
| 2021 Q3 | REDUCED | 1,563 | -73 | -4.5% | 0.12% | $342K | $204.88 |
| 2021 Q2 | UNCHANGED | 1,636 | — | 0% | 0.15% | $350K | $210.52 |
| 2021 Q1 | ADDED | 1,636 | +3 | +0.2% | 0.13% | $350K | $199.56 |
| 2020 Q4 | ADDED | 1,633 | +102 | +6.7% | 0.13% | $318K | $180.98 |
| 2020 Q3 | ADDED | 1,531 | +2 | +0.1% | 0.11% | $236K | $142.33 |
As of 2025 Q4 — sorted by position size