EWA
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Evolution Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Evolution Wealth Advisors’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 		$889K Hold
2,771
– – 0.09% 83
2025
Q4 		$929K Buy
2,771
+148
+6% +$49.2K 0.09% 78
2025
Q3 		$861K Sell
2,623
-173
-6% -$54.6K 0.12% 81
2025
Q2 		$850K Buy
2,796
+173
+7% +$48.7K 0.12% 80
2025
Q1 		$721K Sell
2,623
-6
-0.2% -$1.74K 0.12% 78
2024
Q4 		$762K Buy
2,629
+83
+3% +$24.2K 0.13% 72
2024
Q3 		$721K Hold
2,546
– – 0.13% 71
2024
Q2 		$681K Hold
2,546
– – 0.13% 70
2024
Q1 		$662K Hold
2,546
– – 0.13% 69
2023
Q4 		$604K Hold
2,546
– – 0.12% 69
2023
Q3 		$541K Hold
2,546
– – 0.12% 70
2023
Q2 		$561K Buy
2,546
+6
+0.2% +$1.25K 0.12% 67
2023
Q1 		$518K Hold
2,540
– – 0.12% 67
2022
Q4 		$486K Hold
2,540
– – 0.12% 74
2022
Q3 		$456K Sell
2,540
-2,540
-50% -$506K 0.13% 72
2022
Q2 		$962K Hold
5,080
– – 0.24% 55
2022
Q1 		$1.17M Hold
5,080
– – 0.24% 50
2021
Q4 		$1.23K Buy
5,080
+2,540
+100% +$600K 0.19% 45
2021
Q3 		$564K Hold
2,540
– – 0.12% 60
2021
Q2 		$566K Hold
2,540
– – 0.12% 70
2021
Q1 		$525K Hold
2,540
– – 0.12% 76
2020
Q4 		$494K Hold
2,540
– – 0.11% 72
2020
Q3 		$433K Hold
2,540
– – 0.12% 66
2020
Q2 		$398K Sell
2,540
-1,930
-43% -$285K 0.13% 60
2020
Q1 		$576K Buy
+4,470
New +$691K 0.23% 40
2019
Q4 		– Sell
-5,540
Closed -$837K – 703
2019
Q3 		$837K Buy
+5,540
New +$835K 0.4% 20

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evolution Wealth Advisors's VTI Position: Q1 2026 in Review

Evolution Wealth Advisors held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 2,771 shares worth $889K. The position accounts for 0.09% of the portfolio, ranked #83.

Evolution Wealth Advisors first reported a position in VTI in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.17M in Q1 2022. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Evolution Wealth Advisors held 2,771 shares of Vanguard Total Stock Market ETF worth $889K as of Q1 2026.
  • Evolution Wealth Advisors left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.09% of Evolution Wealth Advisors's portfolio in Q1 2026, its #83 holding.
  • Evolution Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q3 2019 and has held it in 26 quarters since.
  • Evolution Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $1.17M in Q1 2022.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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