EA
VTI icon

Evolution Advisers’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Evolution Advisers’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 		$218K Hold
40,329
– – 0.08% 50
2026
Q1 		$195K Buy
40,329
+1,142
+3% +$383K 0.08% 45
2025
Q4 		$200K Hold
39,187
– – 0.09% 45
2025
Q3 		$198K Hold
39,187
– – 0.09% 43
2025
Q2 		$186K Buy
39,187
+5,403
+16% +$1.52M 0.09% 44
2025
Q1 		$166K Sell
33,784
-1,251
-4% -$363K 0.09% 45
2024
Q4 		$175K Buy
35,035
+1,435
+4% +$419K 0.1% 43
2024
Q3 		$198K Buy
33,600
+1,128
+3% +$308K 0.11% 39
2024
Q2 		$161K Sell
32,472
-1
-0% -$259 0.09% 41
2024
Q1 		$159K Buy
32,473
+31,884
+5,413% +$7.89M 0.09% 44
2023
Q4 		$139K Buy
589
+103
+21% +$22.8K 0.09% 44
2023
Q3 		$103K Hold
486
– – 0.07% 44
2023
Q2 		$107K Hold
486
– – 0.08% 46
2023
Q1 		$99K Buy
486
+290
+148% +$58.1K 0.07% 43
2022
Q4 		$37K Hold
196
– – 0.03% 75
2022
Q3 		$35K Hold
196
– – 0.03% 67
2022
Q2 		$37K Hold
196
– – 0.03% 69
2022
Q1 		$44K Hold
196
– – 0.03% 66
2021
Q4 		$47K Buy
+196
New +$46.3K 0.03% 56

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

Evolution Advisers's VTI Position: Q2 2026 in Review

Evolution Advisers held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 40,329 shares worth $218K. The position accounts for 0.08% of the portfolio, ranked #50.

Evolution Advisers first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Evolution Advisers held 40,329 shares of Vanguard Morningstar Total Stock Market ETF worth $218K as of Q2 2026.
  • Evolution Advisers left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of Evolution Advisers's portfolio in Q2 2026, its #50 holding.
  • Evolution Advisers first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.