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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
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 		$1,000K 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% +$6.21K 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

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evergreen Advisors's VTI Position: Q2 2026 in Review

Evergreen Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.26% in Q2 2026, buying an estimated $2.5K and bringing the position to 2,670 shares worth $988K. The position accounts for 0.21% of the portfolio, ranked #14.

Evergreen Advisors first reported a position in VTI in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.18M in Q2 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Evergreen Advisors held 2,670 shares of Vanguard Morningstar Total Stock Market ETF worth $988K as of Q2 2026.
  • Evergreen Advisors bought 7 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.21% of Evergreen Advisors's portfolio in Q2 2026, its #14 holding.
  • Evergreen Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
  • Evergreen Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.18M in Q2 2025.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.