Skip to content
Disclosery

Evensky & Katz LLC: VTI position timeline

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

Evensky & Katz LLC held 207,968 VTI 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 207,968 shares
    Change vs previous 13F -7,675 shares

    3.97% of the 13F portfolio, value $76,956,000.

    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 215,643 shares
    Change vs previous 13F -10,525 shares

    3.93% of the 13F portfolio, value $69,180,000.

    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 226,168 shares
    Change vs previous 13F -9,192 shares

    4.28% of the 13F portfolio, value $75,827,000.

    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 235,360 shares
    Change vs previous 13F -46,425 shares

    4.48% of the 13F portfolio, value $77,238,000.

    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 281,785 shares
    Change vs previous 13F +76,203 shares

    5.23% of the 13F portfolio, value $85,643,000.

    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 205,582 shares
    Change vs previous 13F +3,655 shares

    3.79% of the 13F portfolio, value $56,502,000.

    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 201,927 shares
    Change vs previous 13F -3,207 shares

    3.83% of the 13F portfolio, value $58,520,000.

    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 205,134 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $58,086,000.

    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).