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

Evergreen Wealth Solutions’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 		$5.49M Buy
14,278
+2,934
+26% +$1.05M 0.29% 62
2026
Q1 		$3.64M Buy
11,344
+9,796
+633% +$3.29M 0.26% 77
2025
Q4 		$519K Buy
1,548
+395
+34% +$131K 0.07% 121
2025
Q3 		$378K Buy
1,153
+19
+2% +$6K 0.21% 78
2025
Q2 		$345K Sell
1,134
-115
-9% -$32.3K 0.21% 81
2025
Q1 		$343K Sell
1,249
-56
-4% -$16.3K 0.23% 78
2024
Q4 		$378K Buy
1,305
+137
+12% +$40K 0.26% 65
2024
Q3 		$331K Sell
1,168
-178
-13% -$48.6K 0.22% 81
2024
Q2 		$360K Buy
1,346
+158
+13% +$40.9K 0.26% 78
2024
Q1 		$309K Hold
1,188
– – 0.23% 88
2023
Q4 		$282K Buy
+1,188
New +$263K 0.24% 91
2022
Q1 		– Sell
-979
Closed -$236K – 99
2021
Q4 		$236K Buy
+979
New +$231K 0.21% 85

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 Solutions's VTI Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 26% in Q2 2026, buying an estimated $1.05M and bringing the position to 14,278 shares worth $5.49M. The position accounts for 0.29% of the portfolio, ranked #62.

Evergreen Wealth Solutions first reported a position in VTI in Q4 2021 and has held it in 12 quarters since. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Evergreen Wealth Solutions held 14,278 shares of Vanguard Morningstar Total Stock Market ETF worth $5.49M as of Q2 2026.
  • Evergreen Wealth Solutions bought 2,934 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.05M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.29% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #62 holding.
  • Evergreen Wealth Solutions first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 12 quarters since.
  • 3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.