Diversified Enterprises’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Diversified Enterprises’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.53M	Buy	9,421 +120	+1%	+$45K	0.16%	64
2026 Q2	$3.44M	Buy	9,301 +550	+6%	+$197K	0.17%	62
2026 Q1	$2.81M	Sell	8,751 -4,089	-32%	-$1.37M	0.15%	66
2025 Q4	$4.3M	Sell	12,840 -2,370	-16%	-$788K	0.26%	43
2025 Q3	$4.99M	Sell	15,210 -393	-3%	-$124K	0.34%	29
2025 Q2	$4.74M	Buy	15,603 +4,594	+42%	+$1.29M	0.35%	28
2025 Q1	$3.03M	Hold	11,009	–	–	0.25%	40
2024 Q4	$3.19M	Sell	11,009 -30	-0.3%	-$8.75K	0.3%	26
2024 Q3	$3.13M	Buy	+11,039	New	+$3.01M	0.34%	25

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

Diversified Enterprises's VTI Position: Q3 2026 in Review

Diversified Enterprises increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q3 2026, buying an estimated $45K and bringing the position to 9,421 shares worth $3.53M. The position accounts for 0.16% of the portfolio, ranked #64.

Diversified Enterprises first reported a position in VTI in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.99M in Q3 2025. 1,842 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Diversified Enterprises held 9,421 shares of Vanguard Morningstar Total Stock Market ETF worth $3.53M as of Q3 2026.
Diversified Enterprises bought 120 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $45K.
Vanguard Morningstar Total Stock Market ETF made up 0.16% of Diversified Enterprises's portfolio in Q3 2026, its #64 holding.
Diversified Enterprises first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's Vanguard Morningstar Total Stock Market ETF position peaked at $4.99M in Q3 2025.
1,842 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.