Back to VGES
Evensky & Katz LLC VGES Position History
VGES
Quarters held
60
Latest value
$76.3M
Q3 2026
Peak value
$81.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q3 2025 | $3M |
| Q3 2025 | $1.8M |
| Q3 2025 | $112K |
| Q3 2025 | $103K |
| Q3 2025 | $71.9M |
| Q3 2025 | $12.7M |
| Q3 2025 | $295K |
| Q3 2025 | $15M |
| Q3 2025 | $293K |
| Q3 2025 | $102K |
| Q3 2025 | $77.2M |
| Q4 2025 | $2M |
| Q4 2025 | $3.1M |
| Q4 2025 | $2.1M |
| Q4 2025 | $186K |
| Q4 2025 | $125K |
| Q4 2025 | $74.4M |
| Q4 2025 | $12.4M |
| Q4 2025 | $434K |
| Q4 2025 | $15.1M |
| Q4 2025 | $300K |
| Q4 2025 | $106K |
| Q4 2025 | $75.8M |
| Q1 2026 | $1.9M |
| Q1 2026 | $3.4M |
| Q1 2026 | $1.9M |
| Q1 2026 | $298K |
| Q1 2026 | $194K |
| Q1 2026 | $77.6M |
| Q1 2026 | $11.8M |
| Q1 2026 | $355K |
| Q1 2026 | $15.3M |
| Q1 2026 | $271K |
| Q1 2026 | $108K |
| Q1 2026 | $69.2M |
| Q2 2026 | $2M |
| Q2 2026 | $3.9M |
| Q2 2026 | $1.9M |
| Q2 2026 | $352K |
| Q2 2026 | $148K |
| Q2 2026 | $80.4M |
| Q2 2026 | $13.4M |
| Q2 2026 | $472K |
| Q2 2026 | $15.9M |
| Q2 2026 | $237K |
| Q2 2026 | $123K |
| Q2 2026 | $77M |
| Q3 2026 | $1.8M |
| Q3 2026 | $4.2M |
| Q3 2026 | $1.8M |
| Q3 2026 | $363K |
| Q3 2026 | $163K |
| Q3 2026 | $81.8M |
| Q3 2026 | $13.2M |
| Q3 2026 | $948K |
| Q3 2026 | $15.5M |
| Q3 2026 | $226K |
| Q3 2026 | $128K |
| Q3 2026 | $76.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $76.3M | 203.9K | — | — |
| Q3 2026 | $128K | 591 | — | — |
| Q3 2026 | $226K | 977 | — | — |
| Q3 2026 | $15.5M | 79.5K | — | — |
| Q3 2026 | $948K | 1.4K | — | — |
| Q3 2026 | $13.2M | 39.5K | — | — |
| Q3 2026 | $81.8M | 1.42M | — | — |
| Q3 2026 | $163K | 2.7K | — | — |
| Q3 2026 | $363K | 5.1K | — | — |
| Q3 2026 | $1.8M | 25.1K | — | — |
| Q3 2026 | $4.2M | 54.8K | — | — |
| Q3 2026 | $1.8M | 16.1K | — | — |
| Q2 2026 | $77M | 208.0K | — | — |
| Q2 2026 | $123K | 566 | — | — |
| Q2 2026 | $237K | 973 | — | — |
| Q2 2026 | $15.9M | 80.4K | — | — |
| Q2 2026 | $472K | 688 | — | — |
| Q2 2026 | $13.4M | 40.6K | — | — |
| Q2 2026 | $80.4M | 1.38M | — | — |
| Q2 2026 | $148K | 2.5K | — | — |
| Q2 2026 | $352K | 4.9K | — | — |
| Q2 2026 | $1.9M | 25.6K | — | — |
| Q2 2026 | $3.9M | 49.6K | — | — |
| Q2 2026 | $2M | 17.4K | — | — |
| Q1 2026 | $69.2M | 215.6K | — | — |
| Q1 2026 | $108K | 551 | — | — |
| Q1 2026 | $271K | 1.2K | — | — |
| Q1 2026 | $15.3M | 82.9K | — | — |
| Q1 2026 | $355K | 595 | — | — |
| Q1 2026 | $11.8M | 41.1K | — | — |
| Q1 2026 | $77.6M | 1.32M | — | — |
| Q1 2026 | $194K | 3.6K | — | — |
| Q1 2026 | $298K | 4.6K | — | — |
| Q1 2026 | $1.9M | 25.9K | — | — |
| Q1 2026 | $3.4M | 42.9K | — | — |
| Q1 2026 | $1.9M | 19.1K | — | — |
| Q4 2025 | $75.8M | 226.2K | — | — |
| Q4 2025 | $106K | 552 | — | — |
| Q4 2025 | $300K | 1.4K | — | — |
| Q4 2025 | $15.1M | 85.1K | — | — |
| Q4 2025 | $434K | 692 | — | — |
| Q4 2025 | $12.4M | 41.5K | — | — |
| Q4 2025 | $74.4M | 1.27M | — | — |
| Q4 2025 | $125K | 2.3K | — | — |
| Q4 2025 | $186K | 3.0K | — | — |
| Q4 2025 | $2.1M | 28.2K | — | — |
| Q4 2025 | $3.1M | 39.8K | — | — |
| Q4 2025 | $2M | 20.4K | — | — |
| Q3 2025 | $77.2M | 235.4K | — | — |
| Q3 2025 | $102K | 546 | — | — |
| Q3 2025 | $293K | 1.4K | — | — |
| Q3 2025 | $15M | 85.7K | — | — |
| Q3 2025 | $295K | 482 | — | — |
| Q3 2025 | $12.7M | 43.1K | — | — |
| Q3 2025 | $71.9M | 1.22M | — | — |
| Q3 2025 | $103K | 1.9K | — | — |
| Q3 2025 | $112K | 1.9K | — | — |
| Q3 2025 | $1.8M | 24.8K | — | — |
| Q3 2025 | $3M | 37.8K | — | — |
| Q3 2025 | $2.2M | 22.8K | — | — |
Other funds holding VGES
Other Evensky & Katz LLC positions
ETHA
$272.3MISHARES CORE S&P TOTAL US STOCK MARKET
ETHA
$262.2MISHARES CORE S&P TOTAL US STOCK MARKET
SCHW-PJ
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SCHW-PJ
$229MSCHWAB US BROAD MARKET - ETF
ETHA
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ETHA
$221.3MISHARES CORE S&P TOTAL US STOCK MARKET
SCHW-PJ
$218.4MSCHWAB US BROAD MARKET
SCHW-PJ
$217.2MSCHWAB US BROAD MARKET - ETF