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

Evelyn Partners Investment Management Services’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	–	Sell	-742	Closed	-$249K	–	289
2025 Q4	$249K	Hold	742	–	–	0.03%	124
2025 Q3	$244K	Hold	742	–	–	0.03%	124
2025 Q2	$226K	Sell	742 -449	-38%	-$126K	0.03%	121
2025 Q1	$327K	Hold	1,191	–	–	0.05%	106
2024 Q4	$345K	Buy	+1,191	New	+$347K	0.06%	99

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Evelyn Partners Investment Management Services sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 742 shares — an estimated $249K sold.

Evelyn Partners Investment Management Services first reported a position in VTI in Q4 2024 and held it in 5 quarters. The position peaked at $345K in Q4 2024. 3,559 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Evelyn Partners Investment Management Services reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Evelyn Partners Investment Management Services sold 742 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $249K.
Evelyn Partners Investment Management Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and held it in 5 quarters.
Evelyn Partners Investment Management Services's Vanguard Morningstar Total Stock Market ETF position peaked at $345K in Q4 2024.
3,559 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

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