Ownership history in EVOKE WEALTH, LLC · 18 quarters on record
This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in VANGUARD MALVERN FDS (VTIP). 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 | 1,865,321 | +631,583 | +51.2% | 1.72% | $92.3M | $49.46 |
| 2025 Q3 | ADDED | 1,233,738 | +157,738 | +14.7% | 1.26% | $62.5M | $49.27 |
| 2025 Q2 | ADDED | 1,076,000 | +143,303 | +15.4% | 1.24% | $54.1M | $48.51 |
| 2025 Q1 | ADDED | 932,697 | +115,445 | +14.1% | 1.21% | $46.5M | $48.06 |
| 2024 Q4 | ADDED | 817,252 | +381,690 | +87.6% | 1.10% | $39.6M | $46.63 |
| 2024 Q3 | ADDED | 435,562 | +416,742 | +2214.4% | 0.58% | $21.5M | $46.68 |
| 2024 Q2 | REDUCED | 18,820 | -396,942 | -95.5% | 1.08% | $914K | $45.53 |
| 2024 Q1 | ADDED | 415,762 | +26,310 | +6.8% | 0.59% | $19.9M | $44.90 |
| 2023 Q4 | REDUCED | 389,452 | -5,251 | -1.3% | 0.40% | $18.5M | $44.52 |
| 2023 Q3 | ADDED | 394,703 | +22,417 | +6.0% | 0.66% | $18.7M | $43.42 |
As of 2025 Q4 — sorted by position size