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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evergreen Advisors's VIG Position: Q1 2026 in Review

Evergreen Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 19% in Q1 2026, buying an estimated $243K and bringing the position to 6,895 shares worth $1.48M. The position accounts for 0.35% of the portfolio, ranked #9.

Evergreen Advisors first reported a position in VIG in Q4 2018 and has held it in 29 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Evergreen Advisors held 6,895 shares of Vanguard Dividend Appreciation ETF worth $1.48M as of Q1 2026.
Evergreen Advisors bought 1,091 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $243K.
Vanguard Dividend Appreciation ETF made up 0.35% of Evergreen Advisors's portfolio in Q1 2026, its #9 holding.
Evergreen Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 29 quarters since.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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