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Evensky & Katz LLC: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evensky & Katz LLC on VGSH, newest first. How the timeline and the estimate are built.

Evensky & Katz LLC held 1,381,942 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,381,942 shares
    Change vs previous 13F +57,086 shares

    4.15% of the 13F portfolio, value $80,429,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,324,856 shares
    Change vs previous 13F +58,687 shares

    4.41% of the 13F portfolio, value $77,557,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,266,169 shares
    Change vs previous 13F +45,213 shares

    4.2% of the 13F portfolio, value $74,362,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,220,956 shares
    Change vs previous 13F +45,307 shares

    4.17% of the 13F portfolio, value $71,853,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,175,649 shares
    Change vs previous 13F +17,816 shares

    4.22% of the 13F portfolio, value $69,105,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,157,833 shares
    Change vs previous 13F +25,235 shares

    4.56% of the 13F portfolio, value $67,953,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,132,598 shares
    Change vs previous 13F +46,246 shares

    4.31% of the 13F portfolio, value $65,895,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,086,352 shares
    Change vs previous 13F not available

    4.17% of the 13F portfolio, value $64,116,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).