Ownership history in Evensky & Katz LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Evensky & Katz LLC reported a position in VANGUARD RUSSELL 3000 INDEX FD ETF (VTHR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 41,455 | -1,693 | -3.9% | 0.70% | $12.4M | $300.33 |
| 2025 Q3 | REDUCED | 43,148 | -1,316 | -3.0% | 0.74% | $12.7M | $293.45 |
| 2025 Q2 | ADDED | 44,464 | +36,065 | +429.4% | 0.74% | $12.1M | $271.19 |
| 2025 Q1 | REDUCED | 8,399 | -2,795 | -25.0% | 0.14% | $2.1M | $244.64 |
| 2024 Q4 | REDUCED | 11,194 | -2,012 | -15.2% | 0.19% | $2.9M | $256.72 |
| 2024 Q3 | REDUCED | 13,206 | -4,010 | -23.3% | 0.22% | $3.4M | $249.90 |
| 2024 Q2 | REDUCED | 17,216 | -5,040 | -22.6% | 0.29% | $4.1M | $235.31 |
| 2024 Q1 | REDUCED | 22,256 | -9,239 | -29.3% | 0.37% | $5.2M | $228.05 |
| 2023 Q4 | REDUCED | 31,495 | -2,901 | -8.4% | 0.50% | $6.7M | $207.75 |
| 2023 Q3 | REDUCED | 34,396 | -72,803 | -67.9% | 0.56% | $6.6M | $185.37 |
As of 2025 Q4 — sorted by position size