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

Evergreen Capital 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
Q2 		$6.77M Sell
18,306
-16
-0.1% -$5.72K 0.12% 166
2026
Q1 		$5.88M Buy
18,322
+205
+1% +$68.8K 0.13% 168
2025
Q4 		$6.07M Sell
18,117
-283
-2% -$94.1K 0.14% 157
2025
Q3 		$6.05M Buy
18,400
+15
+0.1% +$4.74K 0.14% 157
2025
Q2 		$5.6M Buy
18,385
+233
+1% +$65.5K 0.17% 150
2025
Q1 		$4.99M Sell
18,152
-1
-0% -$291 0.17% 152
2024
Q4 		$5.26M Sell
18,153
-511
-3% -$149K 0.17% 147
2024
Q3 		$5.3M Sell
18,664
-1
-0% -$273 0.18% 142
2024
Q2 		$5.01M Sell
18,665
-10
-0.1% -$2.59K 0.18% 142
2024
Q1 		$4.85M Buy
18,675
+583
+3% +$144K 0.18% 140
2023
Q4 		$4.29M Buy
18,092
+121
+0.7% +$26.8K 0.18% 152
2023
Q3 		$3.82M Buy
17,971
+232
+1% +$51.4K 0.17% 152
2023
Q2 		$3.91M Sell
17,739
-457
-3% -$95.3K 0.16% 158
2023
Q1 		$3.71M Buy
18,196
+2,396
+15% +$480K 0.17% 149
2022
Q4 		$3.02M Buy
15,800
+142
+0.9% +$27.4K 0.14% 173
2022
Q3 		$2.81M Buy
15,658
+1
+0% +$199 0.15% 171
2022
Q2 		$2.95M Sell
15,657
-15,231
-49% -$3.13M 0.15% 165
2022
Q1 		$7.03M Buy
30,888
+1,934
+7% +$435K 0.29% 102
2021
Q4 		$6.99M Sell
28,954
-64
-0.2% -$15.1K 0.28% 96
2021
Q3 		$6.44M Buy
29,018
+7,265
+33% +$1.66M 0.29% 90
2021
Q2 		$4.85M Buy
21,753
+804
+4% +$174K 0.23% 111
2021
Q1 		$4.33M Sell
20,949
-279
-1% -$56.5K 0.22% 113
2020
Q4 		$4.13M Buy
21,228
+353
+2% +$64.5K 0.24% 102
2020
Q3 		$3.56M Buy
20,875
+1,212
+6% +$204K 0.25% 97
2020
Q2 		$3.08M Buy
19,663
+6,315
+47% +$931K 0.23% 101
2020
Q1 		$1.72M Sell
13,348
-369
-3% -$57.1K 0.16% 121
2019
Q4 		$2.24M Sell
13,717
-486
-3% -$76.1K 0.19% 111
2019
Q3 		$2.15M Hold
14,203
– – 0.2% 107
2019
Q2 		$2.13M Buy
14,203
+872
+7% +$128K 0.2% 108
2019
Q1 		$1.93M Sell
13,331
-1,428
-10% -$199K 0.19% 116
2018
Q4 		$1.88M Buy
14,759
+49
+0.3% +$6.76K 0.2% 113
2018
Q3 		$2.2M Buy
14,710
+3,130
+27% +$461K 0.19% 107
2018
Q2 		$1.63M Hold
11,580
– – 0.15% 120
2018
Q1 		$1.57M Hold
11,580
– – 0.15% 120
2017
Q4 		$1.59M Hold
11,580
– – 0.16% 115
2017
Q3 		$1.5M Buy
+11,580
New +$1.47M 0.18% 104

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 Capital Management's VTI Position: Q2 2026 in Review

Evergreen Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.09% in Q2 2026, selling an estimated $5.72K and leaving 18,306 shares worth $6.77M. The position accounts for 0.12% of the portfolio, ranked #166.

Evergreen Capital Management first reported a position in VTI in Q3 2017 and has held it in 36 quarters since. The position peaked at $7.03M in Q1 2022. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Evergreen Capital Management held 18,306 shares of Vanguard Morningstar Total Stock Market ETF worth $6.77M as of Q2 2026.
  • Evergreen Capital Management sold 16 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.72K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Evergreen Capital Management's portfolio in Q2 2026, its #166 holding.
  • Evergreen Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2017 and has held it in 36 quarters since.
  • Evergreen Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $7.03M in Q1 2022.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.