Evergreen Advisors, LLC reported VANGUARD SCOTTSDALE FDS (VCIT) in 15 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 12.98% in 2025 Q1. The latest visible filing shows VCIT at 10.78% of the fund.
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was Evergreen Advisors, LLC's position in VANGUARD SCOTTSDALE FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
VCIT was reported at 10.78% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
These are the practical questions this page is built to answer before you even open the full history table.
Evergreen Advisors, LLC reported VCIT across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q3.
The largest reported portfolio weight for VCIT was 12.98% in 2025 Q1.
The most recent filing on this page is 2026 Q3, when Evergreen Advisors, LLC reported 641,417 shares, equal to 10.78% of portfolio, with an estimated market value of $50.2M.
The chart compares Evergreen Advisors, LLC's quarterly VCIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.
Based on 13F filing dates vs. subsequent VCIT price moves, Evergreen Advisors, LLC correctly timed 7 out of 14 reported position changes (50%). The annualised alpha on VCIT relative to SPY over the holding period was -12.9%.