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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
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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Diversified Enterprises's VTI Position: Q2 2026 in Review

Diversified Enterprises increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.3% in Q2 2026, buying an estimated $197K and bringing the position to 9,301 shares worth $3.44M. The position accounts for 0.17% of the portfolio, ranked #62.

Diversified Enterprises first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.99M in Q3 2025. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Diversified Enterprises held 9,301 shares of Vanguard Morningstar Total Stock Market ETF worth $3.44M as of Q2 2026.
  • Diversified Enterprises bought 550 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $197K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.17% of Diversified Enterprises's portfolio in Q2 2026, its #62 holding.
  • Diversified Enterprises first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
  • Diversified Enterprises's Vanguard Morningstar Total Stock Market ETF position peaked at $4.99M in Q3 2025.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.