Evergreen Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Evergreen Advisors’s Portfolio VCIT Stock Details VCIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52.7M	Buy	637,756 +22,846	+4%	+$1.89M	11.25%	3
2026 Q1	$50.9M	Buy	614,910 +31,192	+5%	+$2.61M	11.95%	3
2025 Q4	$48.9M	Buy	+583,718	New	+$49.1M	11.92%	3
2025 Q2	$46.8M	Sell	564,549 -7,175	-1%	-$583K	12.4%	3
2025 Q1	$46.7M	Buy	571,724 +14,301	+3%	+$1.16M	12.98%	3
2024 Q4	$44.7M	Buy	557,423 +56,183	+11%	+$4.59M	12.23%	3
2024 Q3	$42M	Buy	501,240 +14,087	+3%	+$1.16M	11.59%	3
2024 Q2	$38.9M	Buy	487,153 +10,644	+2%	+$845K	11.66%	3
2024 Q1	$38.4M	Buy	476,509 +27,762	+6%	+$2.23M	11.72%	3
2023 Q4	$36.5M	Buy	448,747 +28,318	+7%	+$2.19M	11.84%	3
2023 Q3	$31.9M	Buy	420,429 +8,866	+2%	+$690K	11.52%	3
2023 Q2	$32.5M	Buy	411,563 +14,870	+4%	+$1.18M	11.49%	3
2023 Q1	$31.8M	Buy	396,693 +13,685	+4%	+$1.08M	11.81%	3
2022 Q4	$29.7M	Buy	+383,008	New	+$29.4M	11.78%	3

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evergreen Advisors's VCIT Position: Q2 2026 in Review

Evergreen Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 3.7% in Q2 2026, buying an estimated $1.89M and bringing the position to 637,756 shares worth $52.7M. The position accounts for 11.25% of the portfolio, ranked #3.

Evergreen Advisors first reported a position in VCIT in Q4 2022 and has held it in 14 quarters since. 1,350 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Evergreen Advisors held 637,756 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $52.7M as of Q2 2026.
Evergreen Advisors bought 22,846 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $1.89M.
Vanguard Intermediate-Term Corporate Bond ETF made up 11.25% of Evergreen Advisors's portfolio in Q2 2026, its #3 holding.
Evergreen Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
1,350 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.