EverSource Wealth Advisors, LLC VTI holdings history
VG MORNINGSTAR TS MKT ETF-US · CUSIP 922908769 · CIK 1710537
As of 2026-06-30, EverSource Wealth Advisors, LLC reported 90.87K VTI (shares), valued at $33.62M, or 1.13% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares decreased 25.26%; reported value decreased 13.79%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.13% | 90,866 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 1.19% | 121,578 | SEC filing ↗Filed May 18, 2026Amended |
| Q4 2025 | 1.18% | 95,759 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 1.23% | 94,785 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 1.19% | 86,795 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 1.09% | 72,433 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 1.13% | 69,511 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 1.20% | 67,180 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 1.22% | 67,600 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 1.32% | 67,681 | SEC filing ↗Filed Jun 11, 2024Amended |
| Q4 2023 | 1.41% | 64,880 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 1.61% | 71,367 | SEC filing ↗Filed Nov 3, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.61% | 71,367 | $15.16M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 3, 2023 |
| Q4 2023 | 1.41% | 64,880 | $15.39M | Shares decreased 9.09%; reported value increased 1.53%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 1.32% | 67,681 | $16.83M | Shares increased 4.32%; reported value increased 9.33%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 11, 2024 |
| Q2 2024 | 1.22% | 67,600 | $18.43M | Shares decreased 0.12%; reported value increased 9.51%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 1.20% | 67,180 | $19.02M | Shares decreased 0.62%; reported value increased 3.24%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 1.13% | 69,511 | $20.14M | Shares increased 3.47%; reported value increased 5.90%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 1.09% | 72,433 | $19.91M | Shares increased 4.20%; reported value decreased 1.18%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 1.19% | 86,795 | $26.38M | Shares increased 19.83%; reported value increased 32.51%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 1.23% | 94,785 | $31.11M | Shares increased 9.21%; reported value increased 17.92%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 1.18% | 95,759 | $32.11M | Shares increased 1.03%; reported value increased 3.21%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 1.19% | 121,578 | $39.00M | Shares increased 26.96%; reported value increased 21.48%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 18, 2026 |
| Q2 2026 | 1.13% | 90,866 | $33.62M | Shares decreased 25.26%; reported value decreased 13.79%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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