EWP
VTI icon

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

Evergreen Wealth Partners’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
Q1 		– Sell
-1,746
Closed -$586K – 86
2025
Q4 		$586K Buy
+1,746
New +$581K 0.49% 34

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 Wealth Partners's VTI Position: Q1 2026 in Review

Evergreen Wealth Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 1,746 shares — an estimated $586K sold.

Evergreen Wealth Partners first reported a position in VTI in Q4 2025 and held it in 1 quarter. The position peaked at $586K in Q4 2025. 3,587 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Evergreen Wealth Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Evergreen Wealth Partners sold 1,746 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $586K.
  • Evergreen Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and held it in 1 quarter.
  • Evergreen Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $586K in Q4 2025.
  • 3,587 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Evergreen Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.