Ownership history in EVOKE WEALTH, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in VANGUARD TOTAL STOCK MARKET ETF (VTI). 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 | ADDED | 632,468 | +44,816 | +7.6% | 3.96% | $212.0M | $335.27 |
| 2025 Q3 | ADDED | 587,652 | +9,060 | +1.6% | 3.91% | $193.4M | $327.24 |
| 2025 Q2 | ADDED | 578,592 | +15,142 | +2.7% | 4.04% | $176.4M | $302.23 |
| 2025 Q1 | ADDED | 563,450 | +13,853 | +2.5% | 4.04% | $154.9M | $272.48 |
| 2024 Q4 | ADDED | 549,597 | +14,956 | +2.8% | 4.43% | $159.3M | $286.32 |
| 2024 Q3 | ADDED | 534,641 | +34,123 | +6.8% | 4.12% | $151.9M | $278.85 |
| 2024 Q1 | REDUCED | 500,518 | -47,786 | -8.7% | 3.85% | $130.1M | $254.25 |
| 2023 Q4 | REDUCED | 548,304 | -6,656 | -1.2% | 2.78% | $130.1M | $231.25 |
| 2023 Q3 | ADDED | 554,960 | +97,577 | +21.3% | 4.15% | $117.9M | $206.18 |
| 2023 Q2 | ADDED | 457,383 | +4,600 | +1.0% | 3.50% | $100.8M | $213.04 |
As of 2025 Q4 — sorted by position size