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Evolution Wealth Advisors’s Vanguard Morningstar 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
Q2 		$1.03M Hold
2,771
– – 0.12% 84
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 		$1.23M 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 $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 Wealth Advisors's VTI Position: Q2 2026 in Review

Evolution Wealth Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,771 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #84.

Evolution Wealth Advisors first reported a position in VTI in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.23M in Q4 2021. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Evolution Wealth Advisors held 2,771 shares of Vanguard Morningstar Total Stock Market ETF worth $1.03M as of Q2 2026.
  • Evolution Wealth Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Evolution Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Evolution Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2019 and has held it in 27 quarters since.
  • Evolution Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.23M in Q4 2021.
  • 3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.