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

Evelyn Partners Investment 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 		$404K Buy
1,260
+415
+49% +$139K 0.01% 169
2025
Q4 		$283K Buy
845
+245
+41% +$81.5K 0.01% 187
2025
Q3 		$197K Buy
600
+385
+179% +$122K 0.01% 201
2025
Q2 		$65.3K Hold
215
– – ﹤0.01% 268
2025
Q1 		$59.1K Buy
+215
New +$62.5K ﹤0.01% 270

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Evelyn Partners Investment Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 49% in Q1 2026, buying an estimated $139K and bringing the position to 1,260 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #169.

Evelyn Partners Investment Management first reported a position in VTI in Q1 2025 and has held it in 5 quarters since. 3,557 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Evelyn Partners Investment Management held 1,260 shares of Vanguard Morningstar Total Stock Market ETF worth $404K as of Q1 2026.
  • Evelyn Partners Investment Management bought 415 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $139K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #169 holding.
  • Evelyn Partners Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
  • 3,557 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

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