Ownership history in Evergreen Advisors, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Evergreen Advisors, LLC reported a position in VANGUARD SCOTTSDALE FDS (VCIT). 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 | 583,718 | +19,169 | +3.4% | 11.92% | $48.9M | $83.12 |
| 2025 Q2 | REDUCED | 564,549 | -7,175 | -1.3% | 12.40% | $46.8M | $80.05 |
| 2025 Q1 | ADDED | 571,724 | +14,301 | +2.6% | 12.98% | $46.7M | $78.01 |
| 2024 Q4 | ADDED | 557,423 | +56,183 | +11.2% | 12.23% | $44.7M | $76.02 |
| 2024 Q3 | ADDED | 501,240 | +14,087 | +2.9% | 11.59% | $42.0M | $78.14 |
| 2024 Q2 | ADDED | 487,153 | +10,644 | +2.2% | 11.66% | $38.9M | $73.76 |
| 2024 Q1 | ADDED | 476,509 | +27,762 | +6.2% | 11.72% | $38.4M | $73.47 |
| 2023 Q4 | ADDED | 448,747 | +28,318 | +6.7% | 11.84% | $36.5M | $73.67 |
| 2023 Q3 | ADDED | 420,429 | +8,866 | +2.2% | 11.52% | $31.9M | $67.91 |
| 2023 Q2 | ADDED | 411,563 | +14,870 | +3.7% | 11.49% | $32.5M | $69.96 |
As of 2025 Q4 — sorted by position size