Evergreen Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Evergreen Advisors’s Portfolio VGIT Stock Details VGIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$34.6M	Buy	580,530 +21,012	+4%	+$1.26M	8.12%	5
2025 Q4	$33.5M	Buy	+559,518	New	+$33.6M	8.18%	5
2025 Q2	$32.5M	Sell	543,032 -9,175	-2%	-$543K	8.6%	5
2025 Q1	$32.8M	Buy	552,207 +1,206	+0.2%	+$70.5K	9.11%	5
2024 Q4	$32M	Buy	551,001 +85,180	+18%	+$5.01M	8.74%	5
2024 Q3	$28.1M	Buy	465,821 +16,435	+4%	+$981K	7.77%	5
2024 Q2	$26.2M	Buy	449,386 +12,517	+3%	+$724K	7.83%	5
2024 Q1	$25.6M	Buy	436,869 +35,503	+9%	+$2.08M	7.81%	5
2023 Q4	$23.8M	Sell	401,366 -2,186	-0.5%	-$126K	7.73%	5
2023 Q3	$23.1M	Buy	403,552 +1,923	+0.5%	+$111K	8.32%	5
2023 Q2	$23.6M	Buy	401,629 +12,367	+3%	+$737K	8.33%	5
2023 Q1	$23.3M	Buy	389,262 +7,368	+2%	+$436K	8.66%	5
2022 Q4	$22.3M	Buy	+381,894	New	+$22.3M	8.86%	5

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Evergreen Advisors's VGIT Position: Q1 2026 in Review

Evergreen Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.8% in Q1 2026, buying an estimated $1.26M and bringing the position to 580,530 shares worth $34.6M. The position accounts for 8.12% of the portfolio, ranked #5.

Evergreen Advisors first reported a position in VGIT in Q4 2022 and has held it in 13 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Evergreen Advisors held 580,530 shares of Vanguard Intermediate-Term Treasury ETF worth $34.6M as of Q1 2026.
Evergreen Advisors bought 21,012 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.26M.
Vanguard Intermediate-Term Treasury ETF made up 8.12% of Evergreen Advisors's portfolio in Q1 2026, its #5 holding.
Evergreen Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 13 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Evergreen Advisors's 13F filing for Q1 2026, filed 5 May 2026.