VCIT β€” VANGUARD SCOTTSDALE FDS

Ownership history in Evergreen Advisors, LLC  Β·  12 quarters on record

AI Ownership Summary

Evergreen Advisors, LLC reported VANGUARD SCOTTSDALE FDS (VCIT) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 12.98% in 2025 Q1. The latest visible filing shows VCIT at 11.92% 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.

What this VCIT ownership page tells you

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.

Freshest filing
Latest Reported Filing
2025 Q4

VCIT was reported at 11.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.98% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

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.

How Evergreen Advisors, LLC held VCIT β€” position size vs. price
% of Fund (quarterly)    VCIT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 583,718 +19,169 +3.4% 11.92% $48.9M 2026-02-14 (Est.) $84.19
2025 Q2 REDUCED 564,549 -7,175 -1.3% 12.40% $46.8M 2025-08-04 $80.94
2025 Q1 ADDED 571,724 +14,301 +2.6% 12.98% $46.7M 2025-05-07 $78.08
2024 Q4 ADDED 557,423 +56,183 +11.2% 12.23% $44.7M 2025-02-05 $77.05
2024 Q3 ADDED 501,240 +14,087 +2.9% 11.59% $42.0M 2024-11-08 $76.75
2024 Q2 ADDED 487,153 +10,644 +2.2% 11.66% $38.9M 2024-08-08 $75.78
2024 Q1 ADDED 476,509 +27,762 +6.2% 11.72% $38.4M 2024-05-03 $72.87
2023 Q4 ADDED 448,747 +28,318 +6.7% 11.84% $36.5M 2024-02-07 $73.07
2023 Q3 ADDED 420,429 +8,866 +2.2% 11.52% $31.9M 2023-11-03 $68.47
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Evergreen Advisors, LLC and VCIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Evergreen Advisors, LLC reported owning VCIT?

Evergreen Advisors, LLC reported VCIT across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VCIT position in Evergreen Advisors, LLC's portfolio?

The largest reported portfolio weight for VCIT was 12.98% in 2025 Q1.

What is the latest reported VCIT position on this page?

The most recent filing on this page is 2025 Q4, when Evergreen Advisors, LLC reported 583,718 shares, equal to 11.92% of portfolio, with an estimated market value of $48.9M.

What does the chart on this VCIT ownership page compare?

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.

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