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

Evergreen Private Wealth’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	$165K	Sell	445 -71	-14%	-$25.4K	0.06%	75
2026 Q1	$166K	Sell	516 -1	-0.2%	-$336	0.07%	72
2025 Q4	$173K	Hold	517	–	–	0.07%	70
2025 Q3	$170K	Sell	517 -28	-5%	-$8.85K	0.07%	70
2025 Q2	$166K	Sell	545 -219	-29%	-$61.6K	0.07%	74
2025 Q1	$210K	Buy	764 +192	+34%	+$55.8K	0.1%	67
2024 Q4	$166K	Hold	572	–	–	0.08%	73
2024 Q3	$162K	Sell	572 -22	-4%	-$6K	0.08%	80
2024 Q2	$159K	Hold	594	–	–	0.08%	74
2024 Q1	$154K	Sell	594 -150	-20%	-$37.1K	0.08%	82
2023 Q4	$177K	Buy	+744	New	+$164K	0.1%	70

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evergreen Private Wealth's VTI Position: Q2 2026 in Review

Evergreen Private Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, selling an estimated $25.4K and leaving 445 shares worth $165K. The position accounts for 0.06% of the portfolio, ranked #75.

Evergreen Private Wealth first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $210K in Q1 2025. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Evergreen Private Wealth held 445 shares of Vanguard Morningstar Total Stock Market ETF worth $165K as of Q2 2026.
Evergreen Private Wealth sold 71 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $25.4K.
Vanguard Morningstar Total Stock Market ETF made up 0.06% of Evergreen Private Wealth's portfolio in Q2 2026, its #75 holding.
Evergreen Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
Evergreen Private Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $210K in Q1 2025.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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