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Evergreen Wealth Management, LLC Historic Quarter Change: USA ETF, Added

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Evergreen Wealth Management, LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Evergreen Wealth Management, LLC opened 4 positions, added to 81, reduced 71 and sold out of 2.

  • Q2 2026: Stock VIG; Country of operation —; Class DIV APP ETF; Shares before 67,679.
  • Q2 2026: Stock VYM; Country of operation —; Class HIGH DIV YLD; Shares before 71,180.
  • Q2 2026: Stock BLV; Country of operation —; Class LONG TERM BOND; Shares before 154,303.
  • Q2 2026: Stock VUG; Country of operation —; Class GROWTH ETF; Shares before 5,208.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1965292), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-05); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF67,67969,053+1,374$14,555,055$16,339,220+$1,784,1652026-07-31
Q2 2026VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD71,18072,610+1,430$10,541,814$11,474,509+$932,6952026-07-31
Q2 2026BLV
VANGUARD BD INDEX FDS		LONG TERM BOND154,303161,241+6,938$10,612,948$11,114,339+$501,3912026-07-31
Q2 2026VUG
VANGUARD INDEX FDS		GROWTH ETF5,20831,866+26,658$2,274,802$2,744,911+$470,1092026-07-31
Q2 2026VEU
VANGUARD INTL EQUITY INDEX F		ALLWRLD EX US36,88237,853+971$2,769,811$3,170,218+$400,4072026-07-31
Q2 2026VTV
VANGUARD INDEX FDS		VALUE ETF11,31211,568+256$2,219,329$2,521,083+$301,7542026-07-31
Q2 2026PTY
PIMCO CORPORATE & INCOME OPP		COM365,641388,873+23,232$4,409,629$4,678,137+$268,5082026-07-31
Q2 2026VOT
VANGUARD INDEX FDS		MCAP GR IDXVIP4,4554,537+82$1,146,408$1,389,830+$243,4222026-07-31
Q2 2026BIV
VANGUARD BD INDEX FDS		INTERMED TERM82,27485,937+3,663$6,349,927$6,591,406+$241,4792026-07-31
Q2 2026VBK
VANGUARD INDEX FDS		SML CP GRW ETF3,5593,597+38$1,075,572$1,315,432+$239,8602026-07-31
Q2 2026VOE
VANGUARD INDEX FDS		MCAP VL IDXVIP7,4497,627+178$1,372,614$1,507,017+$134,4032026-07-31
Q2 2026BSV
VANGUARD BD INDEX FDS		SHORT TRM BOND27,21528,421+1,206$2,133,957$2,214,266+$80,3092026-07-31
Q2 2026SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ44,75844,858+100$1,373,167$1,422,461+$49,2942026-07-31
Q1 2026RSP
INVESCO EXCHANGE TRADED FD T		S&P500 EQL WGT17,66523,649+5,984$3,383,951$4,538,771+$1,154,8202026-05-04
Q1 2026VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD70,84471,180+336$10,167,502$10,541,814+$374,3122026-05-04
Q1 2026VUSB
VANGUARD BD INDEX FDS		VANGUARD ULTRA46,51651,111+4,595$2,318,342$2,544,541+$226,1992026-05-04
Q1 2026PTY
PIMCO CORPORATE & INCOME OPP		COM352,230365,641+13,411$4,543,762$4,409,629-$134,1332026-05-04
Q1 2026BLV
VANGUARD BD INDEX FDS		LONG TERM BOND151,656154,303+2,647$10,543,135$10,612,948+$69,8132026-05-04
Q1 2026VTV
VANGUARD INDEX FDS		VALUE ETF11,30611,312+6$2,159,410$2,219,329+$59,9192026-05-04
Q1 2026VOE
VANGUARD INDEX FDS		MCAP VL IDXVIP7,4457,449+4$1,320,598$1,372,614+$52,0162026-05-04
Q1 2026BIV
VANGUARD BD INDEX FDS		INTERMED TERM80,88782,274+1,387$6,299,512$6,349,927+$50,4152026-05-04
Q1 2026VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF66,01867,679+1,661$14,509,472$14,555,055+$45,5832026-05-04
Q1 2026VBR
VANGUARD INDEX FDS		SM CP VAL ETF6,8306,832+2$1,446,506$1,484,347+$37,8412026-05-04
Q1 2026BSV
VANGUARD BD INDEX FDS		SHORT TRM BOND26,74927,215+466$2,108,052$2,133,957+$25,9052026-05-04
Q1 2026VSS
VANGUARD INTL EQUITY INDEX F		FTSE SMCAP ETF4,4404,540+100$636,431$661,937+$25,5062026-05-04
Q1 2026VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF9,2309,532+302$496,195$515,227+$19,0322026-05-04
Q1 2026VXUS
VANGUARD STAR FDS		VG TL INTL STK F4,3734,470+97$329,862$344,650+$14,7882026-05-04
Q4 2025VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF61,98566,018+4,033$13,375,679$14,509,472+$1,133,7932026-02-06
Q4 2025VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD69,82270,844+1,022$9,841,381$10,167,502+$326,1212026-02-06
Q4 2025PTY
PIMCO CORPORATE & INCOME OPP		COM336,852352,230+15,378$4,864,145$4,543,762-$320,3832026-02-06
Q4 2025VUSB
VANGUARD BD INDEX FDS		VANGUARD ULTRA40,58246,516+5,934$2,028,898$2,318,342+$289,4442026-02-06
Q4 2025BIV
VANGUARD BD INDEX FDS		INTERMED TERM78,06480,887+2,823$6,096,032$6,299,512+$203,4802026-02-06
Q4 2025BLV
VANGUARD BD INDEX FDS		LONG TERM BOND146,354151,656+5,302$10,369,179$10,543,135+$173,9562026-02-06
Q4 2025BSV
VANGUARD BD INDEX FDS		SHORT TRM BOND25,79126,749+958$2,035,190$2,108,052+$72,8622026-02-06
Q4 2025SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ45,01146,221+1,210$1,228,805$1,267,837+$39,0322026-02-06
Q3 2025BLV
VANGUARD BD INDEX FDS		LONG TERM BOND128,657146,354+17,697$8,946,835$10,369,179+$1,422,3442025-11-03
Q3 2025VTI
VANGUARD INDEX FDS		TOTAL STK MKT37,56638,051+485$11,417,580$12,487,088+$1,069,5082025-11-03
Q3 2025VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF61,16861,985+817$12,519,183$13,375,679+$856,4962025-11-03
Q3 2025VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD69,56469,822+258$9,273,570$9,841,381+$567,8112025-11-03
Q3 2025PTY
PIMCO CORPORATE & INCOME OPP		COM327,266336,852+9,586$4,552,273$4,864,145+$311,8722025-11-03
Q3 2025VUG
VANGUARD INDEX FDS		GROWTH ETF5,4445,450+6$2,386,639$2,613,789+$227,1502025-11-03
Q3 2025VTV
VANGUARD INDEX FDS		VALUE ETF11,89411,919+25$2,102,091$2,222,728+$120,6372025-11-03
Q3 2025VOE
VANGUARD INDEX FDS		MCAP VL IDXVIP7,8347,850+16$1,288,324$1,370,476+$82,1522025-11-03
Q3 2025VOT
VANGUARD INDEX FDS		MCAP GR IDXVIP4,6794,685+6$1,330,755$1,376,491+$45,7362025-11-03
Q2 2025BLV
VANGUARD BD INDEX FDS		LONG TERM BOND105,921128,657+22,736$7,458,976$8,946,835+$1,487,8592025-08-04
Q2 2025BIV
VANGUARD BD INDEX FDS		INTERMED TERM75,19487,560+12,366$5,757,614$6,771,901+$1,014,2872025-08-04
Q2 2025VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD67,30769,564+2,257$8,679,961$9,273,570+$593,6092025-08-04
Q2 2025PTY
PIMCO CORPORATE & INCOME OPP		COM318,128327,266+9,138$4,600,124$4,552,273-$47,8512025-08-04
Q1 2025VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF54,03461,948+7,914$10,581,416$12,017,271+$1,435,8552025-05-05
Q1 2025VEU
VANGUARD INTL EQUITY INDEX F		ALLWRLD EX US28,58344,362+15,779$1,640,931$2,691,027+$1,050,0962025-05-05
Q1 2025VTI
VANGUARD INDEX FDS		TOTAL STK MKT35,75941,193+5,434$10,363,233$11,321,599+$958,3662025-05-05
Q1 2025BLV
VANGUARD BD INDEX FDS		LONG TERM BOND100,904105,921+5,017$6,904,881$7,458,976+$554,0952025-05-05
Q1 2025BIV
VANGUARD BD INDEX FDS		INTERMED TERM71,68175,194+3,513$5,356,719$5,757,614+$400,8952025-05-05
Q1 2025PTY
PIMCO CORPORATE & INCOME OPP		COM299,976318,128+18,152$4,310,654$4,600,124+$289,4702025-05-05
Q1 2025BSV
VANGUARD BD INDEX FDS		SHORT TRM BOND47,36449,612+2,248$3,659,853$3,883,617+$223,7642025-05-05
Q1 2025JEPI
J P MORGAN EXCHANGE TRADED F		EQUITY PREMIUM117,081120,421+3,340$6,735,659$6,880,835+$145,1762025-05-05
Q4 2024VTI
VANGUARD INDEX FDS		TOTAL STK MKT29,77835,759+5,981$8,431,960$10,363,233+$1,931,2732025-01-31
Q4 2024BLV
VANGUARD BD INDEX FDS		LONG TERM BOND98,107100,904+2,797$7,374,692$6,904,881-$469,8112025-01-31
Q4 2024VBK
VANGUARD INDEX FDS		SML CP GRW ETF10,59010,938+348$2,831,355$3,063,350+$231,9952025-01-31
Q4 2024SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ17,05647,866+30,810$1,441,775$1,307,689-$134,0862025-01-31
Q4 2024PTY
PIMCO CORPORATE & INCOME OPP		COM291,156299,976+8,820$4,189,741$4,310,654+$120,9132025-01-31
Q4 2024BIV
VANGUARD BD INDEX FDS		INTERMED TERM69,73871,681+1,943$5,465,392$5,356,719-$108,6732025-01-31
Q4 2024VBR
VANGUARD INDEX FDS		SM CP VAL ETF20,22120,929+708$4,060,018$4,147,734+$87,7162025-01-31
Q4 2024VTV
VANGUARD INDEX FDS		VALUE ETF12,25212,305+53$2,138,870$2,083,257-$55,6132025-01-31
Q4 2024VOT
VANGUARD INDEX FDS		MCAP GR IDXVIP4,9034,909+6$1,193,665$1,245,627+$51,9622025-01-31
Q4 2024VEU
VANGUARD INTL EQUITY INDEX F		ALLWRLD EX US25,29228,583+3,291$1,593,394$1,640,931+$47,5372025-01-31
Q4 2024VOE
VANGUARD INDEX FDS		MCAP VL IDXVIP8,0778,109+32$1,354,197$1,311,839-$42,3582025-01-31
Q4 2024BSV
VANGUARD BD INDEX FDS		SHORT TRM BOND46,17347,364+1,191$3,633,388$3,659,853+$26,4652025-01-31
Q3 2024BLV
VANGUARD BD INDEX FDS		LONG TERM BOND57,74298,107+40,365$4,058,718$7,374,692+$3,315,9742024-11-06
Q3 2024VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF45,08954,502+9,413$8,230,958$10,794,572+$2,563,6142024-11-06
Q3 2024VTI
VANGUARD INDEX FDS		TOTAL STK MKT25,20529,778+4,573$6,742,662$8,431,960+$1,689,2982024-11-06
Q3 2024BIV
VANGUARD BD INDEX FDS		INTERMED TERM53,25369,738+16,485$3,988,082$5,465,392+$1,477,3102024-11-06
Q3 2024JEPI
J P MORGAN EXCHANGE TRADED F		EQUITY PREMIUM106,142123,272+17,130$6,016,151$7,335,890+$1,319,7392024-11-06
Q3 2024VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD66,46167,746+1,285$7,882,297$8,685,082+$802,7852024-11-06
Q3 2024VBR
VANGUARD INDEX FDS		SM CP VAL ETF19,28820,221+933$3,520,451$4,060,018+$539,5672024-11-06
Q3 2024PTY
PIMCO CORPORATE & INCOME OPP		COM261,606291,156+29,550$3,743,581$4,189,741+$446,1602024-11-06
Q3 2024VEU
VANGUARD INTL EQUITY INDEX F		ALLWRLD EX US20,52725,292+4,765$1,203,705$1,593,394+$389,6892024-11-06
Q3 2024VSS
VANGUARD INTL EQUITY INDEX F		FTSE SMCAP ETF9,82310,362+539$1,154,090$1,305,207+$151,1172024-11-06
Q3 2024VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF20,33621,526+1,190$889,917$1,030,001+$140,0842024-11-06
Q3 2024VXUS
VANGUARD STAR FDS		VG TL INTL STK F9,76210,284+522$588,648$665,764+$77,1162024-11-06
Q2 2024VTI
VANGUARD INDEX FDS		TOTAL STK MKT25,20225,205+3$6,550,069$6,742,662+$192,5932024-07-26

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