Evergreen Capital Management
VGIT icon

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
Q3 		$572K Hold
10,095
– – 0.01% 796
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% -$9.7K 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Employees Retirement System of Texas
Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Evergreen Capital Management's VGIT Position: Q3 2026 in Review

Evergreen Capital Management held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q3 2026 at 10,095 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #796.

Evergreen Capital Management first reported a position in VGIT in Q4 2018 and has held it in 25 quarters since. The position peaked at $22.3M in Q3 2019. 708 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Evergreen Capital Management held 10,095 shares of Vanguard Intermediate-Term Treasury ETF worth $572K as of Q3 2026.
  • Evergreen Capital Management left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q3 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #796 holding.
  • Evergreen Capital Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2018 and has held it in 25 quarters since.
  • Evergreen Capital Management's Vanguard Intermediate-Term Treasury ETF position peaked at $22.3M in Q3 2019.
  • 708 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.