Evergreen Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Evergreen Advisors’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 Q3	$1M	Buy	2,677 +7	+0.3%	+$2.62K	0.22%	13
2026 Q2	$988K	Buy	2,670 +7	+0.3%	+$2.5K	0.21%	14
2026 Q1	$854K	Sell	2,663 -36	-1%	-$12.1K	0.2%	13
2025 Q4	$905K	Buy	+2,699	New	+$898K	0.22%	11
2025 Q2	$1.18M	Hold	3,888	–	–	0.31%	9
2025 Q1	$1.07M	Buy	3,888 +14	+0.4%	+$4.07K	0.3%	10
2024 Q4	$1.12M	Buy	3,874 +24	+0.6%	+$7K	0.31%	9
2024 Q3	$1.09M	Buy	3,850 +14	+0.4%	+$3.82K	0.3%	11
2024 Q2	$1.03M	Sell	3,836 -11	-0.3%	-$2.85K	0.31%	10
2024 Q1	$1000K	Buy	3,847 +57	+2%	+$14.1K	0.31%	11
2023 Q4	$899K	Buy	3,790 +16	+0.4%	+$3.54K	0.29%	11
2023 Q3	$802K	Buy	3,774 +14	+0.4%	+$3.1K	0.29%	11
2023 Q2	$828K	Sell	3,760 -285	-7%	-$59.4K	0.29%	12
2023 Q1	$826K	Buy	4,045 +16	+0.4%	+$3.2K	0.31%	11
2022 Q4	$770K	Sell	4,029 -43	-1%	-$8.29K	0.31%	11
2022 Q3	$731K	Buy	4,072 +18	+0.4%	+$3.59K	0.31%	8
2022 Q2	$765K	Buy	4,054 +16	+0.4%	+$3.29K	0.31%	8
2022 Q1	$919K	Buy	4,038 +12	+0.3%	+$2.7K	0.32%	7
2021 Q4	$972K	Buy	4,026 +15	+0.4%	+$3.54K	0.33%	7
2021 Q3	$891K	Sell	4,011 -304	-7%	-$69.3K	0.32%	7
2021 Q2	$892K	Hold	4,315	–	–	0.39%	6
2021 Q1	$892K	Buy	4,315 +14	+0.3%	+$2.83K	0.34%	7
2020 Q4	$837K	Buy	4,301 +34	+0.8%	+$6.22K	0.34%	7
2020 Q3	$727K	Buy	4,267 +19	+0.4%	+$3.2K	0.33%	7
2020 Q2	$665K	Buy	4,248 +21	+0.5%	+$3.1K	0.32%	7
2020 Q1	$545K	Sell	4,227 -15	-0.4%	-$2.32K	0.31%	7
2019 Q4	$694K	Buy	4,242 +23	+0.5%	+$3.6K	0.39%	11
2019 Q3	$637K	Buy	4,219 +19	+0.5%	+$2.86K	0.39%	11
2019 Q2	$630K	Buy	4,200 +15	+0.4%	+$2.21K	0.4%	11
2019 Q1	$606K	Buy	4,185 +23	+0.6%	+$3.21K	0.51%	9
2018 Q4	$531K	Buy	+4,162	New	+$575K	0.53%	9

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Evergreen Advisors's VTI Position: Q3 2026 in Review

Evergreen Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.26% in Q3 2026, buying an estimated $2.62K and bringing the position to 2,677 shares worth $1M. The position accounts for 0.22% of the portfolio, ranked #13.

Evergreen Advisors first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.18M in Q2 2025. 1,701 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Evergreen Advisors held 2,677 shares of Vanguard Morningstar Total Stock Market ETF worth $1M as of Q3 2026.
Evergreen Advisors bought 7 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $2.62K.
Vanguard Morningstar Total Stock Market ETF made up 0.22% of Evergreen Advisors's portfolio in Q3 2026, its #13 holding.
Evergreen Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
Evergreen Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.18M in Q2 2025.
1,701 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Evergreen Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.