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Evergreen Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Evergreen Capital Management’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 		$14.7M Buy
68,199
+440
+0.6% +$98.1K 0.32% 74
2025
Q4 		$14.9M Sell
67,759
-1,328
-2% -$290K 0.33% 71
2025
Q3 		$15M Buy
69,087
+844
+1% +$177K 0.36% 68
2025
Q2 		$14M Buy
68,243
+1,521
+2% +$295K 0.42% 63
2025
Q1 		$12.9M Sell
66,722
-1,499
-2% -$298K 0.43% 55
2024
Q4 		$13.4M Sell
68,221
-490
-0.7% -$97.8K 0.43% 59
2024
Q3 		$13.7M Buy
68,711
+2,197
+3% +$418K 0.46% 55
2024
Q2 		$12.2M Sell
66,514
-380
-0.6% -$68.4K 0.44% 58
2024
Q1 		$12.2M Buy
66,894
+183
+0.3% +$32.1K 0.46% 56
2023
Q4 		$11.4M Sell
66,711
-3,429
-5% -$552K 0.46% 56
2023
Q3 		$11M Buy
70,140
+3,236
+5% +$525K 0.48% 51
2023
Q2 		$10.9M Sell
66,904
-580
-0.9% -$90.8K 0.46% 55
2023
Q1 		$10.4M Buy
67,484
+946
+1% +$145K 0.47% 55
2022
Q4 		$10.1M Sell
66,538
-22,258
-25% -$3.32M 0.48% 57
2022
Q3 		$12M Sell
88,796
-8,628
-9% -$1.28M 0.63% 33
2022
Q2 		$14M Sell
97,424
-2,033
-2% -$309K 0.73% 32
2022
Q1 		$16.1M Buy
99,457
+29,266
+42% +$4.72M 0.66% 34
2021
Q4 		$12.1M Sell
70,191
-912
-1% -$150K 0.48% 53
2021
Q3 		$10.9M Buy
71,103
+161
+0.2% +$25.7K 0.49% 50
2021
Q2 		$11M Buy
70,942
+560
+0.8% +$86K 0.53% 43
2021
Q1 		$10.4M Buy
70,382
+583
+0.8% +$82.9K 0.53% 51
2020
Q4 		$9.85M Sell
69,799
-868
-1% -$118K 0.58% 40
2020
Q3 		$9.09M Sell
70,667
-15,268
-18% -$1.92M 0.63% 38
2020
Q2 		$10.1M Sell
85,935
-1,418
-2% -$161K 0.76% 35
2020
Q1 		$9.03M Buy
87,353
+51,353
+143% +$6.13M 0.84% 32
2019
Q4 		$4.49M Sell
36,000
-2,415
-6% -$292K 0.37% 65
2019
Q3 		$4.59M Buy
38,415
+7
+0% +$826 0.43% 63
2019
Q2 		$4.42M Sell
38,408
-289
-0.7% -$32.4K 0.42% 59
2019
Q1 		$4.24M Buy
38,697
+569
+1% +$60K 0.43% 60
2018
Q4 		$3.73M Buy
38,128
+6,926
+22% +$722K 0.39% 64
2018
Q3 		$3.45M Buy
31,202
+12
+0% +$1.29K 0.31% 77
2018
Q2 		$3.17M Buy
31,190
+8
+0% +$815 0.3% 80
2018
Q1 		$3.15M Sell
31,182
-4,170
-12% -$432K 0.3% 80
2017
Q4 		$3.61M Buy
35,352
+11
+0% +$1.08K 0.36% 71
2017
Q3 		$3.35M Buy
35,341
+31,619
+850% +$2.95M 0.39% 69
2017
Q2 		$345K Buy
+3,722
New +$341K 0.06% 113
2017
Q1 		– Sell
-5,020
Closed -$428K – 115
2016
Q4 		$428K Buy
5,020
+14
+0.3% +$1.18K 0.08% 94
2016
Q3 		$420K Sell
5,006
-42,754
-90% -$3.62M 0.08% 85
2016
Q2 		$3.98M Sell
47,760
-1,380
-3% -$113K 0.86% 35
2016
Q1 		$3.99M Sell
49,140
-674
-1% -$51.7K 0.92% 32
2015
Q4 		$3.87M Sell
49,814
-758
-1% -$59.1K 0.93% 31
2015
Q3 		$3.73M Sell
50,572
-38,978
-44% -$3.02M 0.97% 31
2015
Q2 		$7.04M Sell
89,550
-4,725
-5% -$383K 1.73% 19
2015
Q1 		$7.59M Buy
94,275
+2,505
+3% +$203K 1.67% 19
2014
Q4 		$7.06M Sell
91,770
-90
-0.1% -$7.12K 1.39% 19
2014
Q3 		$7.07M Buy
91,860
+1,375
+2% +$107K 1.38% 19
2014
Q2 		$7.05M Buy
+90,485
New +$6.92M 1.39% 21

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evergreen Capital Management's VIG Position: Q1 2026 in Review

Evergreen Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.65% in Q1 2026, buying an estimated $98.1K and bringing the position to 68,199 shares worth $14.7M. The position accounts for 0.32% of the portfolio, ranked #74.

Evergreen Capital Management first reported a position in VIG in Q2 2014 and has held it in 47 quarters since. The position peaked at $16.1M in Q1 2022. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Evergreen Capital Management held 68,199 shares of Vanguard Dividend Appreciation ETF worth $14.7M as of Q1 2026.
  • Evergreen Capital Management bought 440 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $98.1K.
  • Vanguard Dividend Appreciation ETF made up 0.32% of Evergreen Capital Management's portfolio in Q1 2026, its #74 holding.
  • Evergreen Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2014 and has held it in 47 quarters since.
  • Evergreen Capital Management's Vanguard Dividend Appreciation ETF position peaked at $16.1M in Q1 2022.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.