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

Evergreen Capital Management’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 Q2	$595K	Hold	10,095	–	–	0.01%	806
2026 Q1	$601K	Hold	10,095	–	–	0.01%	677
2025 Q4	$605K	Hold	10,095	–	–	0.01%	636
2025 Q3	$606K	Hold	10,095	–	–	0.01%	573
2025 Q2	$604K	Hold	10,095	–	–	0.02%	488
2025 Q1	$600K	Hold	10,095	–	–	0.02%	444
2024 Q4	$586K	Sell	10,095 -1,050	-9%	-$61.7K	0.02%	459
2024 Q3	$673K	Sell	11,145 -54	-0.5%	-$3.22K	0.02%	416
2024 Q2	$652K	Sell	11,199 -167	-1%	-$9.65K	0.02%	400
2024 Q1	$665K	Buy	11,366 +167	+1%	+$9.8K	0.03%	370
2023 Q4	$664K	Buy	11,199 +4,000	+56%	+$231K	0.03%	361
2023 Q3	$411K	Sell	7,199 -1,000	-12%	-$58K	0.02%	441
2023 Q2	$481K	Buy	+8,199	New	+$489K	0.02%	399
2021 Q3	–	Sell	-11,927	Closed	-$809K	–	596
2021 Q2	$809K	Buy	11,927 +751	+7%	+$50.8K	0.04%	285
2021 Q1	$751K	Sell	11,176 -265	-2%	-$18.1K	0.04%	277
2020 Q4	$794K	Sell	11,441 -370	-3%	-$25.9K	0.05%	242
2020 Q3	$832K	Sell	11,811 -5,528	-32%	-$390K	0.06%	216
2020 Q2	$1.22M	Sell	17,339 -156,211	-90%	-$11M	0.09%	176
2020 Q1	$12.2M	Sell	173,550 -156,945	-47%	-$10.6M	1.14%	22
2019 Q4	$21.8M	Sell	330,495 -3,554	-1%	-$236K	1.81%	8
2019 Q3	$22.3M	Buy	334,049 +3,566	+1%	+$237K	2.08%	8
2019 Q2	$21.8M	Buy	330,483 +142,853	+76%	+$9.25M	2.08%	8
2019 Q1	$12.1M	Buy	187,630 +17,260	+10%	+$1.1M	1.21%	14
2018 Q4	$10.8M	Buy	+170,370	New	+$10.6M	1.13%	17

Other funds holding VGIT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Evergreen Capital Management's VGIT Position: Q2 2026 in Review

Evergreen Capital Management held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 10,095 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #806.

Evergreen Capital Management first reported a position in VGIT in Q4 2018 and has held it in 24 quarters since. The position peaked at $22.3M in Q3 2019. 342 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Evergreen Capital Management held 10,095 shares of Vanguard Intermediate-Term Treasury ETF worth $595K as of Q2 2026.
Evergreen Capital Management left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #806 holding.
Evergreen Capital Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2018 and has held it in 24 quarters since.
Evergreen Capital Management's Vanguard Intermediate-Term Treasury ETF position peaked at $22.3M in Q3 2019.
342 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.