EWM
VTI icon

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

Evergreen Wealth 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 		$9.11M Sell
24,621
-3,754
-13% -$1.34M 4.27% 6
2026
Q1 		$9.1M Sell
28,375
-3,119
-10% -$1.05M 4.7% 5
2025
Q4 		$10.6M Sell
31,494
-6,557
-17% -$2.18M 5.32% 2
2025
Q3 		$12.5M Buy
38,051
+485
+1% +$153K 6.55% 2
2025
Q2 		$11.4M Sell
37,566
-3,627
-9% -$1.02M 6.4% 2
2025
Q1 		$11.3M Buy
41,193
+5,434
+15% +$1.58M 6.76% 2
2024
Q4 		$10.4M Buy
35,759
+5,981
+20% +$1.75M 6.12% 2
2024
Q3 		$8.43M Buy
29,778
+4,573
+18% +$1.25M 5.07% 3
2024
Q2 		$6.74M Buy
25,205
+3
+0% +$776 4.47% 4
2024
Q1 		$6.55M Hold
25,202
– – 4.43% 4
2023
Q4 		$5.98M Buy
25,202
+1,390
+6% +$307K 4.4% 4
2023
Q3 		$5.06M Sell
23,812
-1,867
-7% -$413K 4% 5
2023
Q2 		$5.66M Buy
25,679
+6,088
+31% +$1.27M 4.43% 5
2023
Q1 		$4M Buy
19,591
+3,011
+18% +$603K 3.55% 6
2022
Q4 		$3.17M Buy
+16,580
New +$3.2M 2.92% 9

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Evergreen Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 13% in Q2 2026, selling an estimated $1.34M and leaving 24,621 shares worth $9.11M. The position accounts for 4.27% of the portfolio, ranked #6.

Evergreen Wealth Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.5M in Q3 2025. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Evergreen Wealth Management held 24,621 shares of Vanguard Morningstar Total Stock Market ETF worth $9.11M as of Q2 2026.
  • Evergreen Wealth Management sold 3,754 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.34M.
  • Vanguard Morningstar Total Stock Market ETF made up 4.27% of Evergreen Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Evergreen Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Evergreen Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $12.5M in Q3 2025.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.