Evelyn Partners Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Evelyn Partners Asset Management’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$818K	Sell	2,549 -11	-0.4%	-$3.69K	0.2%	65
2025 Q4	$858K	Sell	2,560 -126	-5%	-$41.9K	0.2%	68
2025 Q3	$881K	Sell	2,686 -1,163	-30%	-$367K	0.2%	63
2025 Q2	$1.17M	Sell	3,849 -840	-18%	-$236K	0.3%	56
2025 Q1	$1.29M	Sell	4,689 -10	-0.2%	-$2.9K	0.36%	55
2024 Q4	$1.36M	Buy	+4,699	New	+$1.37M	0.37%	54

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evelyn Partners Asset Management's VTI Position: Q1 2026 in Review

Evelyn Partners Asset Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.43% in Q1 2026, selling an estimated $3.69K and leaving 2,549 shares worth $818K. The position accounts for 0.2% of the portfolio, ranked #65.

Evelyn Partners Asset Management first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.36M in Q4 2024. 3,575 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Evelyn Partners Asset Management held 2,549 shares of Vanguard Morningstar Total Stock Market ETF worth $818K as of Q1 2026.
Evelyn Partners Asset Management sold 11 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $3.69K.
Vanguard Morningstar Total Stock Market ETF made up 0.2% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #65 holding.
Evelyn Partners Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.36M in Q4 2024.
3,575 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.