Evergreen Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Evergreen Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.63M	Sell	6,883 -12	-0.2%	-$2.75K	0.35%	10
2026 Q1	$1.48M	Buy	6,895 +1,091	+19%	+$243K	0.35%	9
2025 Q4	$1.28M	Buy	+5,804	New	+$1.27M	0.31%	9
2025 Q2	$1.16M	Sell	5,673 -1	-0%	-$194	0.31%	10
2025 Q1	$1.1M	Buy	5,674 +26	+0.5%	+$5.17K	0.31%	9
2024 Q4	$1.11M	Buy	5,648 +44	+0.8%	+$8.79K	0.3%	10
2024 Q3	$1.11M	Buy	5,604 +26	+0.5%	+$4.95K	0.31%	10
2024 Q2	$1.02M	Sell	5,578 -533	-9%	-$95.9K	0.3%	11
2024 Q1	$1.12M	Buy	6,111 +25	+0.4%	+$4.39K	0.34%	10
2023 Q4	$1.04M	Sell	6,086 -5	-0.1%	-$805	0.34%	10
2023 Q3	$946K	Buy	6,091 +28	+0.5%	+$4.54K	0.34%	10
2023 Q2	$985K	Hold	6,063	–	–	0.35%	10
2023 Q1	$934K	Buy	6,063 +28	+0.5%	+$4.29K	0.35%	10
2022 Q4	$916K	Sell	6,035 -1,700	-22%	-$253K	0.36%	10
2022 Q3	$1.04M	Buy	7,735 +38	+0.5%	+$5.66K	0.44%	7
2022 Q2	$1.1M	Buy	7,697 +387	+5%	+$58.9K	0.44%	6
2022 Q1	$1.19M	Sell	7,310 -14	-0.2%	-$2.26K	0.42%	6
2021 Q4	$1.26M	Sell	7,324 -194	-3%	-$32K	0.43%	6
2021 Q3	$1.16M	Buy	7,518 +299	+4%	+$47.6K	0.41%	6
2021 Q2	$1.06M	Hold	7,219	–	–	0.46%	5
2021 Q1	$1.06M	Sell	7,219 -68	-0.9%	-$9.67K	0.41%	6
2020 Q4	$1.03M	Sell	7,287 -93	-1%	-$12.6K	0.42%	6
2020 Q3	$950K	Buy	7,380 +37	+0.5%	+$4.66K	0.43%	6
2020 Q2	$860K	Buy	7,343 +34	+0.5%	+$3.87K	0.42%	6
2020 Q1	$756K	Sell	7,309 -613	-8%	-$73.1K	0.42%	6
2019 Q4	$988K	Sell	7,922 -78	-1%	-$9.44K	0.56%	10
2019 Q3	$957K	Sell	8,000 -144	-2%	-$17K	0.58%	10
2019 Q2	$938K	Sell	8,144 -356	-4%	-$39.9K	0.59%	10
2019 Q1	$932K	Sell	8,500 -802	-9%	-$84.5K	0.78%	7
2018 Q4	$911K	Buy	+9,302	New	+$970K	0.9%	6

Other funds holding VIG

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

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Evergreen Advisors's VIG Position: Q2 2026 in Review

Evergreen Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.17% in Q2 2026, selling an estimated $2.75K and leaving 6,883 shares worth $1.63M. The position accounts for 0.35% of the portfolio, ranked #10.

Evergreen Advisors first reported a position in VIG in Q4 2018 and has held it in 30 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Evergreen Advisors held 6,883 shares of Vanguard Dividend Appreciation ETF worth $1.63M as of Q2 2026.
Evergreen Advisors sold 12 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.75K.
Vanguard Dividend Appreciation ETF made up 0.35% of Evergreen Advisors's portfolio in Q2 2026, its #10 holding.
Evergreen Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 30 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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