EW
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Evoke Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Evoke 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 		$241K Sell
651
-648,236
-100% -$232M 15.48% 4
2026
Q1 		$208M Buy
648,887
+16,419
+3% +$5.51M 3.74% 6
2025
Q4 		$212M Buy
632,468
+44,816
+8% +$14.9M 3.96% 5
2025
Q3 		$193M Buy
587,652
+9,060
+2% +$2.86M 3.91% 5
2025
Q2 		$176M Buy
578,592
+15,142
+3% +$4.26M 4.04% 5
2025
Q1 		$155M Buy
563,450
+13,853
+3% +$4.02M 4.04% 4
2024
Q4 		$159M Buy
549,597
+14,956
+3% +$4.36M 4.43% 4
2024
Q3 		$152M Buy
+534,641
New +$146M 4.12% 4
2024
Q2 		– Sell
-500,518
Closed -$130M – 390
2024
Q1 		$130M Buy
+500,518
New +$124M 3.85% 7
2023
Q4 		– Sell
-554,960
Closed -$118M – 360
2023
Q3 		$118M Buy
554,960
+97,577
+21% +$21.6M 4.15% 5
2023
Q2 		$101M Buy
457,383
+4,600
+1% +$959K 3.5% 5
2023
Q1 		$92.4M Sell
452,783
-18,764
-4% -$3.76M 3.36% 6
2022
Q4 		$90.2M Buy
471,547
+350
+0.1% +$67.5K 3.26% 6
2022
Q3 		$84.6M Buy
471,197
+46,708
+11% +$9.31M 3.42% 5
2022
Q2 		$80.1M Buy
424,489
+36,707
+9% +$7.54M 2.96% 9
2022
Q1 		$88.3M Buy
387,782
+25,382
+7% +$5.71M 2.89% 9
2021
Q4 		$87.5M Sell
362,400
-899
-0.2% -$212K 2.76% 9
2021
Q3 		$80.7M Buy
363,299
+39,068
+12% +$8.91M 3.03% 8
2021
Q2 		$72.2M Buy
324,231
+61,623
+23% +$13.4M 2.74% 8
2021
Q1 		$54.3M Buy
262,608
+33,674
+15% +$6.81M 2.45% 10
2020
Q4 		$44.6M Buy
228,934
+40,641
+22% +$7.43M 3.01% 8
2020
Q3 		$32.1M Buy
188,293
+4,334
+2% +$729K 2.6% 8
2020
Q2 		$28.8M Buy
183,959
+5,455
+3% +$804K 2.79% 7
2020
Q1 		$23M Buy
+178,504
New +$27.6M 3.28% 7
2019
Q4 		– Sell
-19,254
Closed -$2.91M – 1481
2019
Q3 		$2.91M Buy
+19,254
New +$2.9M 0.36% 37

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

Evoke Wealth's VTI Position: Q2 2026 in Review

Evoke Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 100% in Q2 2026, selling an estimated $232M and leaving 651 shares worth $241K. The position accounts for 15.48% of the portfolio, ranked #4.

Evoke Wealth first reported a position in VTI in Q3 2019 and has held it in 25 quarters since. The position peaked at $212M in Q4 2025. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Evoke Wealth held 651 shares of Vanguard Morningstar Total Stock Market ETF worth $241K as of Q2 2026.
  • Evoke Wealth sold 648,236 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $232M.
  • Vanguard Morningstar Total Stock Market ETF made up 15.48% of Evoke Wealth's portfolio in Q2 2026, its #4 holding.
  • Evoke Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $212M in Q4 2025.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.