Evensky & Katz’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $69.2M | Sell |
215,643
-10,525
| -5% | -$3.53M | 3.93% | 8 |
|
|
2025
Q4 | $75.8M | Sell |
226,168
-9,192
| -4% | -$3.06M | 4.28% | 7 |
|
|
2025
Q3 | $77.2M | Sell |
235,360
-46,425
| -16% | -$14.7M | 4.48% | 7 |
|
|
2025
Q2 | $85.6M | Buy |
281,785
+76,203
| +37% | +$21.4M | 5.23% | 6 |
|
|
2025
Q1 | $56.5M | Buy |
205,582
+3,655
| +2% | +$1.06M | 3.79% | 9 |
|
|
2024
Q4 | $58.5M | Sell |
201,927
-3,207
| -2% | -$936K | 3.83% | 9 |
|
|
2024
Q3 | $58.1M | Buy |
205,134
+463
| +0.2% | +$126K | 3.78% | 9 |
|
|
2024
Q2 | $54.8M | Sell |
204,671
-4,882
| -2% | -$1.26M | 3.81% | 9 |
|
|
2024
Q1 | $54.5M | Sell |
209,553
-11,300
| -5% | -$2.8M | 3.84% | 8 |
|
|
2023
Q4 | $52.4M | Sell |
220,853
-3,591
| -2% | -$794K | 3.94% | 8 |
|
|
2023
Q3 | $47.7M | Sell |
224,444
-15,097
| -6% | -$3.34M | 4.07% | 8 |
|
|
2023
Q2 | $52.8M | Sell |
239,541
-4,687
| -2% | -$978K | 4% | 8 |
|
|
2023
Q1 | $49.8M | Sell |
244,228
-1,582
| -0.6% | -$317K | 4.02% | 7 |
|
|
2022
Q4 | $47M | Buy |
245,810
+4,463
| +2% | +$860K | 4.24% | 7 |
|
|
2022
Q3 | $43.3M | Buy |
241,347
+5,916
| +3% | +$1.18M | 5.13% | 5 |
|
|
2022
Q2 | $44.4M | Buy |
235,431
+49,169
| +26% | +$10.1M | 5.07% | 5 |
|
|
2022
Q1 | $42.4M | Buy |
186,262
+44,676
| +32% | +$10M | 4.19% | 5 |
|
|
2021
Q4 | $34.2M | Sell |
141,586
-9,921
| -7% | -$2.34M | 3.29% | 11 |
|
|
2021
Q3 | $33.6M | Sell |
151,507
-5,089
| -3% | -$1.16M | 3.51% | 11 |
|
|
2021
Q2 | $34.9M | Sell |
156,596
-3,081
| -2% | -$669K | 3.56% | 11 |
|
|
2021
Q1 | $33M | Sell |
159,677
-6,528
| -4% | -$1.32M | 3.65% | 11 |
|
|
2020
Q4 | $32.4M | Sell |
166,205
-2,403
| -1% | -$439K | 4% | 8 |
|
|
2020
Q3 | $28.7M | Buy |
168,608
+1,267
| +0.8% | +$213K | 3.89% | 8 |
|
|
2020
Q2 | $26.2M | Sell |
167,341
-3,959
| -2% | -$584K | 3.78% | 8 |
|
|
2020
Q1 | $22.1M | Sell |
171,300
-3,240
| -2% | -$501K | 3.47% | 8 |
|
|
2019
Q4 | $28.6M | Sell |
174,540
-6,155
| -3% | -$964K | 3.97% | 7 |
|
|
2019
Q3 | $27.3M | Sell |
180,695
-9,991
| -5% | -$1.51M | 3.73% | 8 |
|
|
2019
Q2 | $28.6M | Sell |
190,686
-4,765
| -2% | -$702K | 3.96% | 6 |
|
|
2019
Q1 | $28.3M | Sell |
195,451
-2,454
| -1% | -$342K | 3.96% | 6 |
|
|
2018
Q4 | $25.3M | Buy |
197,905
+2,699
| +1% | +$373K | 4.2% | 6 |
|
|
2018
Q3 | $29.2M | Sell |
195,206
-6,803
| -3% | -$1M | 4.32% | 7 |
|
|
2018
Q2 | $28.4M | Sell |
202,009
-1,427
| -0.7% | -$199K | 4.97% | 6 |
|
|
2018
Q1 | $27.6M | Sell |
203,436
-1,295
| -0.6% | -$182K | 4.76% | 6 |
|
|
2017
Q4 | $28.1M | Buy |
204,731
+3,825
| +2% | +$512K | 4.62% | 5 |
|
|
2017
Q3 | $26M | Buy |
200,906
+7,726
| +4% | +$978K | 4.49% | 6 |
|
|
2017
Q2 | $24M | Buy |
193,180
+8,707
| +5% | +$1.07M | 4.3% | 7 |
|
|
2017
Q1 | $22.4M | Buy |
184,473
+6,142
| +3% | +$736K | 4.11% | 10 |
|
|
2016
Q4 | $20.6M | Buy |
178,331
+5,836
| +3% | +$656K | 3.94% | 11 |
|
|
2016
Q3 | $19.2M | Buy |
172,495
+22,790
| +15% | +$2.53M | 3.82% | 11 |
|
|
2016
Q2 | $16M | Buy |
149,705
+18,278
| +14% | +$1.94M | 3.55% | 9 |
|
|
2016
Q1 | $13.8M | Buy |
131,427
+15,418
| +13% | +$1.53M | 3.22% | 10 |
|
|
2015
Q4 | $12.1M | Buy |
116,009
+17,621
| +18% | +$1.86M | 2.9% | 11 |
|
|
2015
Q3 | $9.71M | Buy |
98,388
+12,333
| +14% | +$1.29M | 2.67% | 10 |
|
|
2015
Q2 | $9.21M | Buy |
86,055
+20,407
| +31% | +$2.23M | 2.42% | 12 |
|
|
2015
Q1 | $7.04M | Buy |
65,648
+25,410
| +63% | +$2.71M | 1.9% | 13 |
|
|
2014
Q4 | $4.26M | Sell |
40,238
-1,278
| -3% | -$132K | 1.27% | 13 |
|
|
2014
Q3 | $4.2M | Buy |
41,516
+417
| +1% | +$42.6K | 1.27% | 13 |
|
|
2014
Q2 | $4.18M | Sell |
41,099
-563
| -1% | -$55.5K | 1.57% | 9 |
|
|
2014
Q1 | $4.06M | Sell |
41,662
-1,439
| -3% | -$138K | 1.58% | 9 |
|
|
2013
Q4 | $4.13M | Buy |
43,101
+122
| +0.3% | +$11.2K | 1.6% | 9 |
|
|
2013
Q3 | $3.77M | Buy |
42,979
+853
| +2% | +$74.1K | 1.58% | 9 |
|
|
2013
Q2 | $3.48M | Buy |
+42,126
| New | +$3.5M | 1.55% | 9 |
|
Other funds holding VTI
RIM
VGA
VAI
WI
Evensky & Katz's VTI Position: Q1 2026 in Review
Evensky & Katz reduced its Vanguard Total Stock Market ETF (VTI) stake by 4.7% in Q1 2026, selling an estimated $3.53M and leaving 215,643 shares worth $69.2M. The position accounts for 3.93% of the portfolio, ranked #8.
Evensky & Katz first reported a position in VTI in Q2 2013 and has held it in 52 quarters since. The position peaked at $85.6M in Q2 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.
- Evensky & Katz held 215,643 shares of Vanguard Total Stock Market ETF worth $69.2M as of Q1 2026.
- Evensky & Katz sold 10,525 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $3.53M.
- Vanguard Total Stock Market ETF made up 3.93% of Evensky & Katz's portfolio in Q1 2026, its #8 holding.
- Evensky & Katz first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 52 quarters since.
- Evensky & Katz's Vanguard Total Stock Market ETF position peaked at $85.6M in Q2 2025.
- 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.
Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.