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Evergreen Wealth Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Evergreen Wealth Solutions’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 		$24.7M Buy
114,894
+14,613
+15% +$3.26M 1.75% 16
2025
Q4 		$22M Buy
+100,281
New +$21.9M 3.07% 7

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 Wealth Solutions's VIG Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Vanguard Dividend Appreciation ETF (VIG) stake by 15% in Q1 2026, buying an estimated $3.26M and bringing the position to 114,894 shares worth $24.7M. The position accounts for 1.75% of the portfolio, ranked #16.

Evergreen Wealth Solutions first reported a position in VIG in Q4 2025 and has held it in 2 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Evergreen Wealth Solutions held 114,894 shares of Vanguard Dividend Appreciation ETF worth $24.7M as of Q1 2026.
  • Evergreen Wealth Solutions bought 14,613 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $3.26M.
  • Vanguard Dividend Appreciation ETF made up 1.75% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #16 holding.
  • Evergreen Wealth Solutions first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.